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BlackRock Enhanced Global Dividend Trust
BOE

101 hedge funds and large institutions have $224M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $225M → $224M (-$1.58M)

1% less funds holding

Funds holding: 102 → 101 (-1)

1.54% less ownership

Funds ownership: 36.82% → 35.28% (-1.5%)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
Spire Wealth Management
Virginia
+$988K
2
AAM
Advisors Asset Management
Colorado
+$982K
3
Wells Fargo
Wells Fargo
California
+$570K
4
ASFA
All Season Financial Advisors
Colorado
+$365K
5
Jane Street
Jane Street
New York
+$228K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$4.47M
2
Morgan Stanley
Morgan Stanley
New York
-$2.54M
3
Invesco
Invesco
Georgia
-$999K
4
1CP
1607 Capital Partners
Virginia
-$793K
5
WAM
Wolverine Asset Management
Illinois
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$62K -$913 -91 -1%
ASN
77
Advisory Services Network
Georgia
$58.1K – – –
IA
78
IFP Advisors
Florida
$45.3K -$35.3K -3,520 -47%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$41.6K +$25K +2,496 +147%
BWA
80
BDO Wealth Advisors
Florida
$31K +$31.3K +3,120 New
SIS
81
Sound Income Strategies
Florida
$30.8K – – –
LWP
82
Lumature Wealth Partners
Georgia
$21.8K – – –
BAM
83
Belpointe Asset Management
Nevada
$20.1K – – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$19.9K – – –
AIP
85
Ahrens Investment Partners
Louisiana
$19.9K +$20.1K +2,000 New
PCM
86
Pointe Capital Management
Michigan
$19.9K +$20.1K +2,000 New
AF
87
Allworth Financial
California
$17.8K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$14.4K – – –
PTC
89
Private Trust Company
Ohio
$11K – – –
SCA
90
Stonebridge Capital Advisors
Minnesota
$5.92K – – –
LFG
91
Larson Financial Group
Missouri
$5.38K +$100 +10 +2%
CAM
92
Chesapeake Asset Management
New York
$4.88K +$4.92K +491 New
EWA
93
EverSource Wealth Advisors
Alabama
$4.23K – – –
BWP
94
Baldwin Wealth Partners
Massachusetts
$3.93K – – –
BFPW
95
BOK Financial Private Wealth
Colorado
$3.65K +$3.68K +367 New
NSIM
96
North Star Investment Management
Illinois
$2.73K – – –
SC
97
Stephens Consulting
Michigan
$2.48K – – –
WAM
98
Wolverine Asset Management
Illinois
$2.38K -$674K -67,200 -100%
CAL
99
Capital Analysts LLC
Pennsylvania
$2K – – –
AA
100
Ancora Advisors
Ohio
$1.09K +$1.1K +110 New
1 2 3
4
5

BOE Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2023, worth a combined $224M — down 0.7% from $225M a quarter earlier.

Fund positioning in BOE was balanced in Q1 2023: 14 funds opened new positions, 14 closed out, 28 added to existing stakes and 38 trimmed.

The largest buyer was Spire Wealth Management, adding an estimated $988K. The largest seller was Penserra Capital Management, exiting entirely with an estimated $4.47M sold.

  • 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $224M of BlackRock Enhanced Global Dividend Trust stock for Q1 2023, down 0.7% quarter-over-quarter.
  • 14 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2023 and 14 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2023 was Spire Wealth Management, an estimated $988K added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2023 was Penserra Capital Management, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2023.