BlackRock Enhanced Global Dividend Trust
BOE
68 hedge funds and large institutions have $253M invested in BlackRock Enhanced Global Dividend Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 5 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 67 → 68 (+1)
1.23% more ownership
Funds ownership: 23.65% → 24.89% (+1.2%)
3% more capital invested
Capital invested by funds: $246M → $253M (+$7.06M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$6.43M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$4.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 4 |
Morgan Stanley
New York
|
+$1.19M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.33M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.11M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.08M |
| 4 |
SG Americas Securities
New York
|
-$1.73M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$1.28M |
BOE Hedge Fund Activity: Q1 2014 in Review
68 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2014, worth a combined $253M — up 2.9% from $246M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BOE positions and 5 closed out — a net gain of 1 holder — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $6.43M. The largest seller was Karpus Investment Management, cutting an estimated $3.33M.
- 68 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2014, up from 67 in Q4 2013.
- Funds reported $253M of BlackRock Enhanced Global Dividend Trust stock for Q1 2014, up 2.9% quarter-over-quarter.
- 6 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2014 and 5 closed out, a net change of +1 holder.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2014 was Advisors Asset Management, an estimated $6.43M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2014 was Karpus Investment Management, an estimated $3.33M sold.
Based on aggregated 13F filings for Q1 2014.