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BlackRock Enhanced Global Dividend Trust

95 hedge funds and large institutions have $214M invested in BlackRock Enhanced Global Dividend Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0.29% less ownership

Funds ownership: 30.79%30.5% (-0.29%)

4% less capital invested

Capital invested by funds: $222M → $214M (-$8.65M)

2% less funds holding

Funds holding: 9795 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
33
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$40.8M +$786K +75,503 +2%
Morgan Stanley
2
Morgan Stanley
New York
$40.2M -$325K -31,191 -0.8%
Wells Fargo
3
Wells Fargo
California
$20.5M +$7K +672 +0%
PPA
4
Parametric Portfolio Associates
Washington
$17.7M +$1.73M +166,371 +11%
Invesco
5
Invesco
Georgia
$11.6M +$1.19M +113,972 +11%
AAM
6
Advisors Asset Management
Colorado
$10.4M +$518K +49,762 +5%
UBS Group
7
UBS Group
Switzerland
$7.92M -$143K -13,748 -2%
GC
8
Guggenheim Capital
Illinois
$7.56M -$183K -17,570 -2%
KIM
9
Karpus Investment Management
New York
$6.59M -$57.4K -5,517 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.47M +$374K +35,903 +6%
RJA
11
Raymond James & Associates
Florida
$3.96M +$72K +6,912 +2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$3.86M +$46K +4,418 +1%
HI
13
HBK Investments
Texas
$3.68M
Bank of America
14
Bank of America
North Carolina
$3.48M +$59.8K +5,741 +2%
Stifel Financial
15
Stifel Financial
Missouri
$2.35M +$1.11M +106,960 +91%
WAM
16
Wolverine Asset Management
Illinois
$2.27M +$2.26M +217,475 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.94M +$12.7K +1,217 +0.7%
Ameriprise
18
Ameriprise
Minnesota
$1.66M +$10.7K +1,025 +0.6%
LPL Financial
19
LPL Financial
California
$1.6M +$91.8K +8,818 +6%
SCP
20
Seizert Capital Partners
Michigan
$1.56M +$125K +11,963 +9%
LCM
21
Landscape Capital Management
New Jersey
$1.37M +$100K +9,614 +8%
PWSG
22
Pacific Wealth Strategies Group
California
$1.1M -$141K -13,549 -11%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.03M -$66.4K -6,376 -6%
HCM
24
Hollencrest Capital Management
California
$958K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$837K -$132K -12,647 -14%

BOE Hedge Fund Activity: Q3 2019 in Review

95 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q3 2019, worth a combined $214M — down 3.9% from $222M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BOE and 10 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 33 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.26M. The largest seller was City of London Investment Management, cutting an estimated $9.42M.

  • 95 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q3 2019, down from 97 in Q2 2019.
  • Funds reported $214M of BlackRock Enhanced Global Dividend Trust stock for Q3 2019, down 3.9% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q3 2019 and 12 closed out, a net change of -2 holders.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q3 2019 was Wolverine Asset Management, an estimated $2.26M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q3 2019 was City of London Investment Management, an estimated $9.42M sold.

Based on aggregated 13F filings for Q3 2019.