BlackRock Enhanced Global Dividend Trust
BOE
68 hedge funds and large institutions have $238M invested in BlackRock Enhanced Global Dividend Trust in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
10% more funds holding
Funds holding: 62 → 68 (+6)
7% more capital invested
Capital invested by funds: $223M → $238M (+$15M)
0.34% more ownership
Funds ownership: 26.51% → 26.85% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.51M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.24M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.43M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.88M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.49M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.59M |
| 4 |
RVPG
Relative Value Partners Group
|
-$1.08M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$476K |
BOE Hedge Fund Activity: Q4 2015 in Review
68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2015, worth a combined $238M — up 6.7% from $223M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BOE positions and 8 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.31M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.88M sold.
- 68 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2015, up from 62 in Q3 2015.
- Funds reported $238M of BlackRock Enhanced Global Dividend Trust stock for Q4 2015, up 6.7% quarter-over-quarter.
- 14 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2015 and 8 closed out, a net change of +6 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2015 was Morgan Stanley, an estimated $3.31M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2015 was Cornerstone Advisors, an estimated $2.88M sold.
Based on aggregated 13F filings for Q4 2015.