We are live on ! Find out more
BOE icon

BlackRock Enhanced Global Dividend Trust
BOE

101 hedge funds and large institutions have $258M invested in BlackRock Enhanced Global Dividend Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 40.94% → 40.64% (-0.3%)

1% less funds holding

Funds holding: 102 → 101 (-1)

2% less capital invested

Capital invested by funds: $265M → $258M (-$6.43M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.4M
2
LPL Financial
LPL Financial
California
+$2.09M
3
NS
NBC Securities
Alabama
+$1.53M
4
AC
AlphaCore Capital
California
+$544K
5
AAM
Advisors Asset Management
Colorado
+$499K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.6M
2
SCM
Saba Capital Management
New York
-$3.59M
3
Morgan Stanley
Morgan Stanley
New York
-$3.28M
4
1CP
1607 Capital Partners
Virginia
-$2.34M
5
AA
AQR Arbitrage
Connecticut
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.9M -$3.28M -294,306 -4%
KIM
2
Karpus Investment Management
New York
$20.6M -$3.6M -323,853 -15%
SCM
3
Saba Capital Management
New York
$19.8M -$3.59M -322,841 -15%
SIA
4
Sit Investment Associates
Minnesota
$18.6M +$4.4M +395,055 +30%
1CP
5
1607 Capital Partners
Virginia
$13.4M -$2.34M -210,415 -15%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$10M -$214K -19,266 -2%
Wells Fargo
7
Wells Fargo
California
$10M +$181K +16,238 +2%
Invesco
8
Invesco
Georgia
$9.18M -$1.36M -122,012 -13%
GC
9
Guggenheim Capital
Illinois
$9.11M -$45.2K -4,061 -0.5%
AAM
10
Advisors Asset Management
Colorado
$7.19M +$499K +44,854 +7%
Lazard Asset Management
11
Lazard Asset Management
New York
$6.35M -$810K -72,734 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$6.16M -$28.3K -2,544 -0.4%
LPL Financial
13
LPL Financial
California
$3.73M +$2.09M +187,409 +120%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.18M -$77.1K -6,927 -2%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$3.13M +$59.9K +5,378 +2%
UBS Group
16
UBS Group
Switzerland
$2.63M +$30.6K +2,753 +1%
Bank of America
17
Bank of America
North Carolina
$2.41M -$54.1K -4,857 -2%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.1M -$240K -21,580 -10%
AA
19
AQR Arbitrage
Connecticut
$1.94M -$1.59M -142,462 -44%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.64M +$384K +34,500 +30%
NS
21
NBC Securities
Alabama
$1.49M +$1.53M +137,446 +1,057,277%
DADC
22
D.A. Davidson & Co
Montana
$1.38M +$55.8K +5,013 +4%
PAG
23
Private Advisor Group
New Jersey
$1.33M +$303K +27,266 +29%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.24M +$101K +9,080 +9%
CWM
25
Centurion Wealth Management
Virginia
$947K – – –
1
2 3 4 5

BOE Hedge Fund Activity: Q1 2025 in Review

101 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Global Dividend Trust (BOE) for Q1 2025, worth a combined $258M — down 2.4% from $265M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOE and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.4M. The largest seller was Karpus Investment Management, cutting an estimated $3.6M.

  • 101 institutional investors held BlackRock Enhanced Global Dividend Trust (BOE) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $258M of BlackRock Enhanced Global Dividend Trust stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 12 funds opened new BlackRock Enhanced Global Dividend Trust positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest BlackRock Enhanced Global Dividend Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.4M added.
  • The largest BlackRock Enhanced Global Dividend Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.