BlackRock Enhanced Global Dividend Trust
BOE
107 hedge funds and large institutions have $216M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
40% more capital inflows, than outflows
Capital inflows: $9.49M | Capital outflows: $6.78M
11% more funds holding
Funds holding: 96 → 107 (+11)
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
0.43% more ownership
Funds ownership: 35.28% → 35.71% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.63M |
| 2 |
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.61M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$937K |
| 4 |
Karpus Investment Management
Pittsford,
New York
|
+$545K |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$2.5M |
| 2 |
Avantax Advisory Services
Dallas,
Texas
|
-$694K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$456K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$452K |
| 5 |
Morgan Stanley
New York
|
-$348K |
BOE Hedge Fund Activity: Q3 2023 in Review
107 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q3 2023, worth a combined $216M — down 5.2% from $227M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BOE positions and 5 closed out — a net gain of 12 holders — while 33 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.63M. The largest seller was Advisors Asset Management, cutting an estimated $2.5M.
- 107 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q3 2023, up from 96 in Q2 2023.
- Funds reported $216M of BlackRock Enhanced Global Dividend Trust stock for Q3 2023, down 5.2% quarter-over-quarter.
- 17 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q3 2023 and 5 closed out, a net change of +12 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q3 2023 was Cornerstone Advisors, an estimated $1.63M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q3 2023 was Advisors Asset Management, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2023.