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BlackRock Enhanced Global Dividend Trust
BOE

102 hedge funds and large institutions have $225M invested in BlackRock Enhanced Global Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

11% more capital invested

Capital invested by funds: $203M → $225M (+$21.9M)

5% more funds holding

Funds holding: 97 → 102 (+5)

0.7% more ownership

Funds ownership: 36.12% → 36.82% (+0.7%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.79M
2
GC
Guggenheim Capital
Illinois
+$1.21M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.11M
4
SCM
Saba Capital Management
New York
+$822K
5
1CP
1607 Capital Partners
Virginia
+$707K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.86M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
WAM
Wolverine Asset Management
Illinois
-$1.25M
4
AAS
Avantax Advisory Services
Texas
-$515K
5
SFS
Shaker Financial Services
Virginia
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$69K +$10.1K +1,073 +17%
US Bancorp
77
US Bancorp
Minnesota
$60.5K – – –
ASN
78
Advisory Services Network
Georgia
$56K +$55K +5,853 New
MCC
79
Money Concepts Capital
Florida
$44.5K +$43.7K +4,653 New
HCM
80
Hollencrest Capital Management
California
$38.6K +$37.9K +4,039 New
SIS
81
Sound Income Strategies
Florida
$29.6K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$23K – – –
HNWAG
83
High Net Worth Advisory Group
Florida
$21.5K – – –
LWP
84
Lumature Wealth Partners
Georgia
$21K -$6.58K -700 -24%
BAM
85
Belpointe Asset Management
Nevada
$19.4K +$19K +2,027 New
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$19.1K +$18.8K +2,000 New
CA
87
CoreCap Advisors
Michigan
$19.1K +$18.8K +2,000 New
AF
88
Allworth Financial
California
$17.1K – – –
RBC
89
Roble Belko & Company
Pennsylvania
$17K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$16.2K – – –
CFGS
91
Concourse Financial Group Securities
Alabama
$13.9K – – –
PTC
92
Private Trust Company
Ohio
$11K – – –
SCA
93
Stonebridge Capital Advisors
Minnesota
$5.7K – – –
S
94
SignatureFD
Georgia
$5.54K – – –
LFG
95
Larson Financial Group
Missouri
$5.08K +$103 +11 +2%
EWA
96
EverSource Wealth Advisors
Alabama
$4.07K – – –
BWP
97
Baldwin Wealth Partners
Massachusetts
$3.79K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
NSIM
99
North Star Investment Management
Illinois
$2.63K – – –
SC
100
Stephens Consulting
Michigan
$2.39K – – –
1 2 3
4
5

BOE Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2022, worth a combined $225M — up 11% from $203M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOE positions and 7 closed out — a net gain of 9 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.79M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.

  • 102 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2022, up from 97 in Q3 2022.
  • Funds reported $225M of BlackRock Enhanced Global Dividend Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2022 and 7 closed out, a net change of +9 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $4.79M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2022 was Morgan Stanley, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2022.