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BlackRock Enhanced Global Dividend Trust

72 hedge funds and large institutions have $234M invested in BlackRock Enhanced Global Dividend Trust in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

7% more funds holding

Funds holding: 6772 (+5)

0.12% more ownership

Funds ownership: 25.31%25.43% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $250M → $234M (-$16.3M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
27
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$34.7M +$6.12M +446,344 +20%
AAM
2
Advisors Asset Management
Colorado
$31.8M -$4.35M -317,317 -12%
Morgan Stanley
3
Morgan Stanley
New York
$18M -$312K -22,776 -2%
Wells Fargo
4
Wells Fargo
California
$17.2M +$823K +60,033 +5%
RVP
5
Relative Value Partners
Illinois
$16.1M -$169K -12,327 -1%
RCM
6
Rivernorth Capital Management
Florida
$15.2M +$2.65M +193,114 +20%
Invesco
7
Invesco
Georgia
$14.5M +$357K +26,020 +2%
PPA
8
Parametric Portfolio Associates
Washington
$12.7M +$2.29M +167,079 +21%
UBS Group
9
UBS Group
Switzerland
$11M +$11.5M +837,296 New
GC
10
Guggenheim Capital
Illinois
$8.17M +$334K +24,378 +4%
KIM
11
Karpus Investment Management
New York
$7.17M +$7.49M +546,164 New
Bank of America
12
Bank of America
North Carolina
$5.56M +$286K +20,847 +5%
CA
13
Cornerstone Advisors
North Carolina
$3.95M +$685K +50,000 +20%
IMS
14
Index Management Solutions
Pennsylvania
$3.22M +$562K +41,023 +20%
DA
15
Doliver Advisors
Texas
$2.94M +$2.4M +175,087 +360%
SFS
16
Shaker Financial Services
Virginia
$2.83M -$151K -11,012 -5%
LPL Financial
17
LPL Financial
California
$2.42M -$215K -15,685 -8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$2.17M -$1.75M -127,528 -44%
BTS
19
BB&T Securities
Virginia
$2.15M +$20.9K +1,523 +10%
TC
20
TFS Capital
Pennsylvania
$2M +$2.09M +152,286 New
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$1.84M -$3.56M -260,000 -65%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.49M -$38.7K -2,820 -2%
HCM
23
Hollencrest Capital Management
California
$1.28M +$318K +23,193 +31%
ACP
24
Aviance Capital Partners
Florida
$1.2M -$152K -11,110 -11%
Ameriprise
25
Ameriprise
Minnesota
$1.03M +$68.2K +4,972 +7%

BOE Hedge Fund Activity: Q4 2014 in Review

72 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2014, worth a combined $234M — down 6.5% from $250M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BOE positions and 3 closed out — a net gain of 7 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.49M. The largest seller was Advisors Asset Management, cutting an estimated $4.35M.

  • 72 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2014, up from 67 in Q3 2014.
  • Funds reported $234M of BlackRock Enhanced Global Dividend Trust stock for Q4 2014, down 6.5% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2014 and 3 closed out, a net change of +7 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2014 was Karpus Investment Management, an estimated $7.49M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2014 was Advisors Asset Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2014.