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BlackRock Enhanced Global Dividend Trust
BOE

99 hedge funds and large institutions have $273M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $259M → $273M (+$13.7M)

3.22% more ownership

Funds ownership: 38.62% → 41.84% (+3.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 101 → 99 (-2)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
31
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$12.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.68M
3
SIA
Sit Investment Associates
Minnesota
+$2.26M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.06M
5
Morgan Stanley
Morgan Stanley
New York
+$1.92M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$2.78M
2
RL
RPO LLC
Connecticut
-$1.77M
3
GC
Guggenheim Capital
Illinois
-$1.38M
4
SWM
Spire Wealth Management
Virginia
-$1.1M
5
WAM
Wolverine Asset Management
Illinois
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$114K – – –
WP
77
WealthShield Partners
North Carolina
$111K -$1.28K -124 -1%
CB
78
Commerce Bank
Missouri
$109K – – –
SPC
79
Spirepoint Private Client
Florida
$106K -$2.58K -250 -2%
Nomura Holdings
80
Nomura Holdings
Japan
$106K +$103K +10,000 New
IA
81
IFP Advisors
Florida
$85.4K +$41.3K +4,000 +99%
US Bancorp
82
US Bancorp
Minnesota
$69K – – –
SIS
83
Sound Income Strategies
Florida
$58.6K +$25.1K +2,425 +78%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$52.8K +$6.65K +644 +15%
CFGS
85
Concourse Financial Group Securities
Alabama
$15.4K – – –
MCA
86
Maryland Capital Advisors
Maryland
$13.4K +$13K +1,261 New
AWM
87
Atticus Wealth Management
Florida
$9.58K +$9.33K +903 New
LFG
88
Larson Financial Group
Missouri
$6.31K +$114 +11 +2%
SWC
89
Spectrum Wealth Counsel
Indiana
$5.3K – – –
AssetMark Inc
90
AssetMark Inc
California
$3.06K -$682 -66 -19%
NSIM
91
North Star Investment Management
Illinois
$2.92K – – –
SC
92
Stephens Consulting
Michigan
$2.65K – – –
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$2.15K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.6K +155 +3,875%
AA
95
Ancora Advisors
Ohio
$1.17K – – –
BWP
96
Baldwin Wealth Partners
Massachusetts
$1.06K -$1.03K -100 -50%
GWSG
97
GPS Wealth Strategies Group
Colorado
$997 – – –
HI
98
Harbour Investments
Wisconsin
$414 – – –
TRCT
99
Tower Research Capital (TRC)
New York
$11 +$10 +1 New
SWM
100
Spire Wealth Management
Virginia
– -$1.1M -105,276 Closed
1 2 3
4
5

BOE Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q2 2024, worth a combined $273M — up 5.3% from $259M a quarter earlier.

Fund positioning in BOE was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 31 added to existing stakes and 35 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $12.3M. The largest seller was Logan Stone Capital, cutting an estimated $2.78M.

  • 99 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $273M of BlackRock Enhanced Global Dividend Trust stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q2 2024 was Saba Capital Management, an estimated $12.3M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q2 2024 was Logan Stone Capital, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2024.