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BlackRock Enhanced Global Dividend Trust
BOE

99 hedge funds and large institutions have $273M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $259M → $273M (+$13.7M)

3.22% more ownership

Funds ownership: 38.62% → 41.84% (+3.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 101 → 99 (-2)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
31
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$12.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.68M
3
SIA
Sit Investment Associates
Minnesota
+$2.26M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.06M
5
Morgan Stanley
Morgan Stanley
New York
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$2.78M
2
RL
RPO LLC
Connecticut
-$1.77M
3
GC
Guggenheim Capital
Illinois
-$1.38M
4
SWM
Spire Wealth Management
Virginia
-$1.1M
5
WAM
Wolverine Asset Management
Illinois
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$402K +$30.2K +2,921 +8%
Mariner
52
Mariner
Kansas
$393K -$35.7K -3,452 -9%
AAS
53
Ameritas Advisory Services
Nebraska
$371K – – –
LSC
54
Logan Stone Capital
Illinois
$361K -$2.78M -269,136 -89%
SPIA
55
Steward Partners Investment Advisory
New York
$339K – – –
WS
56
Wedbush Securities
California
$320K -$283K -27,420 -48%
ATS
57
Ashton Thomas Securities
New York
$300K +$288K +27,925 New
AWA
58
Arkadios Wealth Advisors
Georgia
$264K – – –
CL
59
CSS LLC
Illinois
$244K +$237K +22,981 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$237K -$517 -50 -0.2%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$223K -$225K -21,761 -51%
WCM
62
Whitener Capital Management
North Carolina
$222K +$165 +16 +0.1%
ICMP
63
Integrated Capital Management (Pennsylvania)
Pennsylvania
$210K +$16K +1,546 +8%
SFS
64
Shaker Financial Services
Virginia
$209K -$322K -31,150 -61%
HCM
65
Hollencrest Capital Management
California
$201K – – –
9WM
66
9258 Wealth Management
Ohio
$197K -$18K -1,742 -9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$187K – – –
LFAS
68
Level Four Advisory Services
Texas
$182K -$113K -10,959 -39%
PWSG
69
Pacific Wealth Strategies Group
California
$180K – – –
OC
70
Oppenheimer & Co
New York
$176K +$3.41K +330 +2%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$168K – – –
NS
72
NBC Securities
Alabama
$140K – – –
KAS
73
Kestra Advisory Services
Texas
$137K +$134K +12,940 New
AWM
74
Axxcess Wealth Management
California
$137K +$537 +52 +0.4%
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$132K +$1.43K +138 +1%
1 2
3
4 5

BOE Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q2 2024, worth a combined $273M — up 5.3% from $259M a quarter earlier.

Fund positioning in BOE was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 31 added to existing stakes and 35 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.3M. The largest seller was Logan Stone Capital, cutting an estimated $2.78M.

  • 99 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $273M of BlackRock Enhanced Global Dividend Trust stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q2 2024 was Saba Capital Management, an estimated $12.3M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q2 2024 was Logan Stone Capital, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2024.