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BlackRock Enhanced Global Dividend Trust
BOE

102 hedge funds and large institutions have $265M invested in BlackRock Enhanced Global Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 98 → 102 (+4)

0.07% less ownership

Funds ownership: 41.01% → 40.94% (-0.07%)

7% less capital invested

Capital invested by funds: $283M → $265M (-$18.8M)

43% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
24
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.51M
2
SCM
Saba Capital Management
New York
+$1.52M
3
AAM
Advisors Asset Management
Colorado
+$1.42M
4
GC
Guggenheim Capital
Illinois
+$1.09M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$526K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.2M
2
KIM
Karpus Investment Management
New York
-$2.82M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.22M
4
AA
AQR Arbitrage
Connecticut
-$1.91M
5
Morgan Stanley
Morgan Stanley
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$119K +$33.6K +3,000 +37%
CB
77
Commerce Bank
Missouri
$110K – – –
SPC
78
Spirepoint Private Client
Florida
$108K – – –
EC
79
Elequin Capital
New York
$98.8K +$103K +9,177 New
SIS
80
Sound Income Strategies
Florida
$59.5K – – –
WA
81
WPG Advisers
Maryland
$53.7K +$55.9K +4,987 New
US Bancorp
82
US Bancorp
Minnesota
$51.6K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$43.3K -$13.8K -1,230 -23%
GWM
84
Geneos Wealth Management
Colorado
$37.5K -$4.09K -365 -9%
CA
85
CoreCap Advisors
Michigan
$33.1K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$16.4K – – –
VWA
87
VSM Wealth Advisory
Maryland
$14.4K +$15K +1,335 New
VHAM
88
Van Hulzen Asset Management
California
$13.9K +$14.5K +1,292 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AWM
90
Atticus Wealth Management
Florida
$9.73K – – –
LFG
91
Larson Financial Group
Missouri
$6.64K +$134 +12 +2%
MCM
92
MAI Capital Management
Ohio
$5.6K +$5.83K +520 New
SWC
93
Spectrum Wealth Counsel
Indiana
$5.38K – – –
PSFG
94
Park Square Financial Group
Georgia
$4.01K +$4.17K +372 New
AssetMark Inc
95
AssetMark Inc
California
$3.1K – – –
NSIM
96
North Star Investment Management
Illinois
$2.96K – – –
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$2.22K +$22 +2 +1%
AA
98
Ancora Advisors
Ohio
$1.19K – – –
GWSG
99
GPS Wealth Strategies Group
Colorado
$1.01K – – –
HI
100
Harbour Investments
Wisconsin
$420 – – –
1 2 3
4
5

BOE Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2024, worth a combined $265M — down 6.6% from $283M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BOE positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 42 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.51M. The largest seller was 1607 Capital Partners, cutting an estimated $3.2M.

  • 102 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $265M of BlackRock Enhanced Global Dividend Trust stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $4.51M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2024.