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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.51M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.52M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.42M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.09M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.2M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.82M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.22M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.91M |
| 5 |
Morgan Stanley
New York
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
101
NBC Securities
Birmingham,
Alabama
| $143 | -$149K | -13,268 | -100% |
|
|
TRCT
102
Tower Research Capital (TRC)
New York
| $11 | – | – | – |
|
103
JP Morgan Chase
New York
| $9 | – | – | – |
|
|
IAIM
104
International Assets Investment Management
Orlando,
Florida
| – | -$6.2K | -69,839 | Closed |
|
|
NAS
105
NWF Advisory Services
Los Angeles,
California
| – | -$470K | -41,710 | Closed |
|
|
LCM
106
Landscape Capital Management
Englewood,
New Jersey
| – | -$429K | -38,074 | Closed |
|
107
HighTower Advisors
Chicago,
Illinois
| – | -$314K | -28,069 | Closed |
|
108
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$143K | -12,664 | Closed |
|
|
PWPS
109
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$116K | -10,305 | Closed |
|
|
BWP
110
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$1.13K | -100 | Closed |
|
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.