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BlackRock Enhanced Global Dividend Trust
BOE

101 hedge funds and large institutions have $259M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

7% less funds holding

Funds holding: 109 → 101 (-8)

8.78% less ownership

Funds ownership: 47.4% → 38.62% (-8.8%)

14% less capital invested

Capital invested by funds: $301M → $259M (-$41.7M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
101
Holders Change
-8
Holders Change %
-7.34%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
40
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.99M
2
SCM
Saba Capital Management
New York
+$1.6M
3
LSC
Logan Stone Capital
Illinois
+$1.58M
4
RL
RPO LLC
Connecticut
+$1.54M
5
AA
AQR Arbitrage
Connecticut
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$63.7M
2
AAM
Advisors Asset Management
Colorado
-$1.76M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.26M
4
1CP
1607 Capital Partners
Virginia
-$995K
5
GC
Guggenheim Capital
Illinois
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$117K -$49.8K -4,912 -31%
HighTower Advisors
77
HighTower Advisors
Illinois
$113K +$111K +10,921 New
KWM
78
Kingsview Wealth Management
Oregon
$112K -$1.01K -100 -0.9%
WP
79
WealthShield Partners
North Carolina
$110K -$10.9K -1,077 -9%
SPC
80
Spirepoint Private Client
Florida
$108K +$104K +10,280 New
CB
81
Commerce Bank
Missouri
$107K – – –
US Bancorp
82
US Bancorp
Minnesota
$68K +$2.09K +206 +3%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$45.3K +$1.12K +110 +3%
IA
84
IFP Advisors
Florida
$42.3K – – –
SIS
85
Sound Income Strategies
Florida
$32.4K – – –
CA
86
CoreCap Advisors
Michigan
$32.2K +$31.2K +3,075 New
GIS
87
Grayhawk Investment Strategies
Alberta, Canada
$25.6K +$24.8K +2,446 New
JPWM
88
Jamison Private Wealth Management
Georgia
$24.7K +$436 +43 +2%
CFGS
89
Concourse Financial Group Securities
Alabama
$15.2K – – –
LFG
90
Larson Financial Group
Missouri
$6.11K +$101 +10 +2%
SWC
91
Spectrum Wealth Counsel
Indiana
$5.23K – – –
AssetMark Inc
92
AssetMark Inc
California
$3.7K +$3.59K +354 New
NSIM
93
North Star Investment Management
Illinois
$2.88K – – –
SC
94
Stephens Consulting
Michigan
$2.62K – – –
BWP
95
Baldwin Wealth Partners
Massachusetts
$2.09K – – –
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$2.06K +$2.03K +200 New
AA
97
Ancora Advisors
Ohio
$1.15K – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$983 +$954 +94 New
GI
99
Gradient Investments
Minnesota
$596 -$558 -55 -49%
HI
100
Harbour Investments
Wisconsin
$408 – – –
1 2 3
4
5

BOE Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2024, worth a combined $259M — down 14% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BOE and 10 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 40 added.

The largest buyer was Cornerstone Advisors, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $63.7M.

  • 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $259M of BlackRock Enhanced Global Dividend Trust stock for Q1 2024, down 14% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2024 and 17 closed out, a net change of -7 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2024 was Cornerstone Advisors, an estimated $1.99M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2024 was Morgan Stanley, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2024.