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BlackRock Enhanced Global Dividend Trust

102 hedge funds and large institutions have $265M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 98102 (+4)

0.07% less ownership

Funds ownership: 41.01%40.94% (-0.07%)

7% less capital invested

Capital invested by funds: $283M → $265M (-$18.8M)

43% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
24
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$321K +$334K +29,778 New
WAM
52
Wolverine Asset Management
Illinois
$313K -$763K -68,087 -70%
WS
53
Wedbush Securities
California
$294K -$5.53K -494 -2%
CL
54
CSS LLC
Illinois
$284K -$37.6K -3,354 -11%
ATS
55
Ashton Thomas Securities
New York
$284K
P
56
&Partners
Tennessee
$283K +$154K +13,736 +113%
NA
57
NewEdge Advisors
Louisiana
$269K -$69.3K -6,188 -20%
OC
58
Oppenheimer & Co
New York
$245K +$33.4K +2,979 +15%
CIA
59
Concurrent Investment Advisors
Florida
$239K +$249K +22,194 New
WA
60
Waverly Advisors
Alabama
$221K +$230K +20,520 New
WCM
61
Whitener Capital Management
North Carolina
$219K -$35.5K -3,165 -13%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$216K -$336 -30 -0.1%
EH
63
Equitable Holdings
New York
$195K +$203K +18,124 New
IWC
64
Integrated Wealth Concepts
Massachusetts
$191K -$30.2K -2,696 -13%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$190K -$38.8K -3,462 -16%
PWSG
66
Pacific Wealth Strategies Group
California
$183K
WP
67
WealthShield Partners
North Carolina
$176K +$66.2K +5,907 +57%
HCM
68
Hollencrest Capital Management
California
$164K -$19.1K -1,704 -10%
VCM
69
Vivaldi Capital Management
Illinois
$149K +$146K +13,040 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$144K -$16.3K -1,459 -10%
IIM
71
Illumine Investment Management
Washington
$140K +$145K +12,974 New
AWM
72
Axxcess Wealth Management
California
$138K +$616 +55 +0.4%
LFAS
73
Level Four Advisory Services
Texas
$137K +$29.2K +2,607 +26%
MWM
74
Meridian Wealth Management
Kentucky
$132K
MWM
75
Modern Wealth Management
Kansas
$120K +$124K +11,099 New

BOE Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2024, worth a combined $265M — down 6.6% from $283M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BOE positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 42 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.51M. The largest seller was 1607 Capital Partners, cutting an estimated $3.2M.

  • 102 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $265M of BlackRock Enhanced Global Dividend Trust stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.51M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2024.