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BlackRock Enhanced Global Dividend Trust
BOE

109 hedge funds and large institutions have $301M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $216M → $301M (+$85.5M)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11.69% more ownership

Funds ownership: 35.71% → 47.4% (+12%)

2% more funds holding

Funds holding: 107 → 109 (+2)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$55.6M
2
Lazard Asset Management
Lazard Asset Management
New York
+$7.84M
3
SCM
Saba Capital Management
New York
+$5.38M
4
AA
AQR Arbitrage
Connecticut
+$1.72M
5
CA
Cornerstone Advisors
North Carolina
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.23M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.07M
3
GC
Guggenheim Capital
Illinois
-$975K
4
Osaic Holdings
Osaic Holdings
Arizona
-$970K
5
Ameriprise
Ameriprise
Minnesota
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$411K – – –
MFIM
52
Mesirow Financial Investment Management
Illinois
$399K +$387K +40,267 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$398K -$186K -19,356 -33%
Mariner
54
Mariner
Kansas
$383K -$20.8K -2,165 -5%
SPIA
55
Steward Partners Investment Advisory
New York
$298K +$5.76K +600 +2%
LFAS
56
Level Four Advisory Services
Texas
$279K +$4.3K +448 +2%
AWA
57
Arkadios Wealth Advisors
Georgia
$247K -$501K -52,196 -68%
FAIM
58
Financial Advocates Investment Management
Washington
$243K – – –
IWC
59
Integrated Wealth Concepts
Massachusetts
$225K -$35.1K -3,652 -14%
EC
60
Elequin Capital
New York
$208K +$29.5K +3,067 +17%
9WM
61
9258 Wealth Management
Ohio
$201K +$576 +60 +0.3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$196K -$16.7K -1,743 -8%
WCM
63
Whitener Capital Management
North Carolina
$189K – – –
HCM
64
Hollencrest Capital Management
California
$188K – – –
ICMP
65
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K -$9.2K -958 -5%
OC
66
Oppenheimer & Co
New York
$161K +$1.82K +190 +1%
CAN
67
Cetera Advisor Networks
California
$160K -$4.69K -488 -3%
AWM
68
Axxcess Wealth Management
California
$143K +$7.46K +777 +6%
CAS
69
CTC Alternative Strategies
Illinois
$141K +$136K +14,192 New
HF
70
HRT Financial
New York
$139K +$135K +14,049 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$132K +$778 +81 +0.6%
NS
72
NBC Securities
Alabama
$131K -$38 -4 -0%
MOS
73
MGO One Seven
Ohio
$126K -$3.16K -329 -3%
Nomura Holdings
74
Nomura Holdings
Japan
$124K +$120K +12,467 New
IC
75
IEQ Capital
California
$122K -$157K -16,296 -57%
1 2
3
4 5

BOE Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2023, worth a combined $301M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOE positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.6M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 109 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $301M of BlackRock Enhanced Global Dividend Trust stock for Q4 2023, up 40% quarter-over-quarter.
  • 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $55.6M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2023 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2023.