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BlackRock Enhanced Global Dividend Trust
BOE

101 hedge funds and large institutions have $262M invested in BlackRock Enhanced Global Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4% more funds holding

Funds holding: 97 → 101 (+4)

1.64% more ownership

Funds ownership: 34.56% → 36.2% (+1.6%)

3% less capital invested

Capital invested by funds: $270M → $262M (-$7.58M)

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.98M
2
AAS
Avantax Advisory Services
Texas
+$2.85M
3
KIM
Karpus Investment Management
New York
+$2.63M
4
PPA
Parametric Portfolio Associates
Washington
+$2.07M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$3.42M
2
Ameriprise
Ameriprise
Minnesota
-$1.37M
3
Invesco
Invesco
Georgia
-$1.09M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.07M
5
Jane Street
Jane Street
New York
-$761K
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
76
FourThought Financial
Florida
$63K -$11K -958 -15%
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$48K -$36.2K -3,141 -43%
APA
78
American Portfolios Advisors
New York
$43K +$10K +871 +30%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$42K -$31.7K -2,748 -42%
MCC
80
Money Concepts Capital
Florida
$36K +$36.3K +3,153 New
SIS
81
Sound Income Strategies
Florida
$35K – – –
LWP
82
Lumature Wealth Partners
Georgia
$33K – – –
HNWAG
83
High Net Worth Advisory Group
Florida
$25K – – –
CT
84
Cambridge Trust
Massachusetts
$25K +$25.4K +2,200 New
RBC
85
Roble Belko & Company
Pennsylvania
$21K – – –
AF
86
Allworth Financial
California
$20K +$20.6K +1,790 New
FAG
87
Fortitude Advisory Group
Washington
$19K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$16K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$13K +$13.4K +1,160 New
AIP
90
Ahrens Investment Partners
Louisiana
$11K – – –
EIP
91
Ellis Investment Partners
Pennsylvania
$8K +$138 +12 +2%
S
92
SignatureFD
Georgia
$7K – – –
SMG
93
Spectrum Management Group
Indiana
$6K – – –
PFS
94
Prospera Financial Services
Texas
$5K +$5.57K +483 New
BWP
95
Baldwin Wealth Partners
Massachusetts
$4K – – –
MWM
96
Mascoma Wealth Management
New Hampshire
$3K – – –
NSIM
97
North Star Investment Management
Illinois
$3K – – –
CAL
98
Capital Analysts LLC
Pennsylvania
$3K +$2.57K +223 New
MFT
99
Moisand Fitzgerald Tamayo
Florida
$2K +$2.51K +218 New
PCM
100
Penserra Capital Management
California
– -$3.42M -281,187 Closed
1 2 3
4
5

BOE Hedge Fund Activity: Q1 2022 in Review

101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2022, worth a combined $262M — down 2.8% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BOE positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.98M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $3.42M sold.

  • 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2022, up from 97 in Q4 2021.
  • Funds reported $262M of BlackRock Enhanced Global Dividend Trust stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 18 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2022 and 13 closed out, a net change of +5 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.98M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2022 was Penserra Capital Management, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2022.