BlackRock Enhanced Global Dividend Trust
BOE
96 hedge funds and large institutions have $227M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
2% more capital invested
Capital invested by funds: $224M → $227M (+$3.67M)
0% more ownership
Funds ownership: 35.28% → 35.28% (+0%)
5% less funds holding
Funds holding: 101 → 96 (-5)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$184K | -16,278 | Closed |
|
|
HF
102
HRT Financial
New York
| – | -$150K | -15,130 | Closed |
|
|
WMS
103
Wealth Management Solutions
Exton,
Pennsylvania
| – | -$101K | -10,207 | Closed |
|
|
ASN
104
Advisory Services Network
Atlanta,
Georgia
| – | -$58.1K | -5,853 | Closed |
|
|
BWA
105
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$31K | -3,120 | Closed |
|
|
BAM
106
Belpointe Asset Management
Reno,
Nevada
| – | -$20.1K | -2,027 | Closed |
|
|
PCM
107
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$19.9K | -2,000 | Closed |
|
BOE Hedge Fund Activity: Q2 2023 in Review
96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q2 2023, worth a combined $227M — up 1.6% from $224M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BOE and 7 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 31 added.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $3.5M. The largest seller was Morgan Stanley, cutting an estimated $2.74M.
- 96 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q2 2023, down from 101 in Q1 2023.
- Funds reported $227M of BlackRock Enhanced Global Dividend Trust stock for Q2 2023, up 1.6% quarter-over-quarter.
- 7 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q2 2023 and 11 closed out, a net change of -4 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q2 2023 was Cornerstone Advisors, an estimated $3.5M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q2 2023 was Morgan Stanley, an estimated $2.74M sold.
Based on aggregated 13F filings for Q2 2023.