BlackRock Enhanced Global Dividend Trust
BOE
91 hedge funds and large institutions have $199M invested in BlackRock Enhanced Global Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
5% more funds holding
Funds holding: 87 → 91 (+4)
2% more capital invested
Capital invested by funds: $195M → $199M (+$4.24M)
0.19% more ownership
Funds ownership: 31.81% → 32% (+0.19%)
32% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.95M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.07M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$948K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$754K |
| 5 |
Morgan Stanley
New York
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.92M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.21M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.14M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.08M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$482K |
BOE Hedge Fund Activity: Q3 2020 in Review
91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q3 2020, worth a combined $199M — up 2.2% from $195M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BOE positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.95M. The largest seller was 1832 Asset Management, cutting an estimated $1.92M.
- 91 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q3 2020, up from 87 in Q2 2020.
- Funds reported $199M of BlackRock Enhanced Global Dividend Trust stock for Q3 2020, up 2.2% quarter-over-quarter.
- 13 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q3 2020 and 9 closed out, a net change of +4 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q3 2020 was Cornerstone Advisors, an estimated $1.95M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q3 2020 was 1832 Asset Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q3 2020.