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BlackRock Enhanced Global Dividend Trust
BOE

109 hedge funds and large institutions have $301M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $216M → $301M (+$85.5M)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

11.69% more ownership

Funds ownership: 35.71% → 47.4% (+12%)

2% more funds holding

Funds holding: 107 → 109 (+2)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$55.6M
2
Lazard Asset Management
Lazard Asset Management
New York
+$7.84M
3
SCM
Saba Capital Management
New York
+$5.38M
4
AA
AQR Arbitrage
Connecticut
+$1.72M
5
CA
Cornerstone Advisors
North Carolina
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.23M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.07M
3
GC
Guggenheim Capital
Illinois
-$975K
4
Osaic Holdings
Osaic Holdings
Arizona
-$970K
5
Ameriprise
Ameriprise
Minnesota
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
76
Pacific Wealth Strategies Group
California
$120K – – –
MWM
77
Meridian Wealth Management
Kentucky
$118K -$114K -11,900 -50%
ARC
78
Advisor Resource Council
Texas
$116K +$112K +11,667 New
WP
79
WealthShield Partners
North Carolina
$115K -$10.6K -1,101 -9%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$112K -$1.7K -177 -2%
Citadel Advisors
81
Citadel Advisors
Florida
$112K +$108K +11,263 New
AFG
82
Atomi Financial Group
New York
$111K -$10.8K -1,120 -9%
KWM
83
Kingsview Wealth Management
Oregon
$107K -$38.4K -4,000 -27%
CB
84
Commerce Bank
Missouri
$102K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$66.5K +$21.1K +2,200 +49%
US Bancorp
86
US Bancorp
Minnesota
$62.4K – – –
ASN
87
Advisory Services Network
Georgia
$55.8K +$54.1K +5,628 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$41.9K – – –
IA
89
IFP Advisors
Florida
$40.1K – – –
SIS
90
Sound Income Strategies
Florida
$30.8K – – –
JPWM
91
Jamison Private Wealth Management
Georgia
$23K +$576 +60 +3%
AF
92
Allworth Financial
California
$17.8K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$14.4K – – –
PTC
94
Private Trust Company
Ohio
$11K – – –
LFG
95
Larson Financial Group
Missouri
$5.69K +$144 +15 +3%
SWC
96
Spectrum Wealth Counsel
Indiana
$4.96K +$4.8K +500 New
CAM
97
Chesapeake Asset Management
New York
$4.87K – – –
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$4.17K +$4.04K +420 New
BWM
99
Baystate Wealth Management
Massachusetts
$3.01K +$2.91K +303 New
NSIM
100
North Star Investment Management
Illinois
$2.73K – – –
1 2 3
4
5

BOE Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2023, worth a combined $301M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOE positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.6M. The largest seller was Wells Fargo, cutting an estimated $1.23M.

  • 109 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $301M of BlackRock Enhanced Global Dividend Trust stock for Q4 2023, up 40% quarter-over-quarter.
  • 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2023 and 13 closed out, a net change of +3 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $55.6M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2023 was Wells Fargo, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2023.