We are live on ! Find out more
BOE icon

BlackRock Enhanced Global Dividend Trust

98 hedge funds and large institutions have $283M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $273M → $283M (+$10.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 41.84%41.01% (-0.83%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9998 (-1)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
25
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$350K -$10K -919 -3%
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$344K +$161K +14,767 +94%
CL
53
CSS LLC
Illinois
$335K +$73.4K +6,746 +29%
HighTower Advisors
54
HighTower Advisors
Illinois
$314K +$306K +28,069 New
WS
55
Wedbush Securities
California
$313K -$25.9K -2,377 -8%
ATS
56
Ashton Thomas Securities
New York
$296K -$17.4K -1,600 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$280K
WCM
58
Whitener Capital Management
North Carolina
$265K +$28.4K +2,605 +12%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$237K +$893 +82 +0.4%
IWC
60
Integrated Wealth Concepts
Massachusetts
$230K -$20.7K -1,905 -9%
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$226K +$3K +276 +1%
OC
62
Oppenheimer & Co
New York
$222K +$34K +3,120 +19%
9WM
63
9258 Wealth Management
Ohio
$209K +$599 +55 +0.3%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$201K +$194K +17,812 New
PWSG
65
Pacific Wealth Strategies Group
California
$191K
HCM
66
Hollencrest Capital Management
California
$191K -$21.2K -1,947 -10%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$167K -$30.3K -2,785 -16%
NS
68
NBC Securities
Alabama
$149K
AWM
69
Axxcess Wealth Management
California
$144K -$1.42K -130 -1%
KAS
70
Kestra Advisory Services
Texas
$143K -$2.52K -232 -2%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$143K +$138K +12,664 New
MWM
72
Meridian Wealth Management
Kentucky
$138K +$133K +12,250 New
P
73
&Partners
Tennessee
$137K +$132K +12,146 New
WP
74
WealthShield Partners
North Carolina
$117K -$348 -32 -0.3%
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$116K -$23.3K -2,139 -17%

BOE Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q3 2024, worth a combined $283M — up 3.7% from $273M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BOE and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 25 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.56M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $9.05M sold.

  • 98 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q3 2024, down from 99 in Q2 2024.
  • Funds reported $283M of BlackRock Enhanced Global Dividend Trust stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q3 2024 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $7.56M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2024.