BlackRock Enhanced Global Dividend Trust
BOE
109 hedge funds and large institutions have $301M invested in BlackRock Enhanced Global Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.
40% more capital invested
Capital invested by funds: $216M → $301M (+$85.5M)
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
11.69% more ownership
Funds ownership: 35.71% → 47.4% (+12%)
2% more funds holding
Funds holding: 107 → 109 (+2)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.6M |
| 2 |
Lazard Asset Management
New York
|
+$7.84M |
| 3 |
SCM
Saba Capital Management
New York
|
+$5.38M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.72M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.23M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.07M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$975K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$970K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$912K |
BOE Hedge Fund Activity: Q4 2023 in Review
109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q4 2023, worth a combined $301M — up 40% from $216M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BOE positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $55.6M. The largest seller was Wells Fargo, cutting an estimated $1.23M.
- 109 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $301M of BlackRock Enhanced Global Dividend Trust stock for Q4 2023, up 40% quarter-over-quarter.
- 16 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q4 2023 and 13 closed out, a net change of +3 holders.
- The largest BlackRock Enhanced Global Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $55.6M added.
- The largest BlackRock Enhanced Global Dividend Trust seller in Q4 2023 was Wells Fargo, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2023.