We are live on ! Find out more
DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

DEX was delisted on the 10th of March, 2023.

32 hedge funds and large institutions have $39.2M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

14% more funds holding

Funds holding: 2832 (+4)

5% more capital invested

Capital invested by funds: $37.4M → $39.2M (+$1.8M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$16.9M -$1.2M -102,844 -6%
SFS
2
Shaker Financial Services
Virginia
$2.75M +$256K +22,040 +10%
Wells Fargo
3
Wells Fargo
California
$2.57M +$1.6M +137,259 +151%
CA
4
Cornerstone Advisors
North Carolina
$2.32M -$687K -59,103 -22%
Invesco
5
Invesco
Georgia
$2.11M -$200K -17,216 -8%
UBS Group
6
UBS Group
Switzerland
$2.07M +$2.13M +183,333 New
ACM
7
Alethea Capital Management
Washington
$1.97M +$2.03M +174,453 New
GC
8
Guggenheim Capital
Illinois
$1.73M +$6.08K +523 +0.3%
ICAS
9
Investors Capital Advisory Services
Massachusetts
$1.23M -$11K -950 -0.9%
1CP
10
1607 Capital Partners
Virginia
$1.15M +$1.19M +102,001 New
Bank of America
11
Bank of America
North Carolina
$732K -$178K -15,308 -19%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$477K +$70K +6,022 +17%
BFM
13
Boothbay Fund Management
New York
$407K +$420K +36,120 New
SCM
14
Saba Capital Management
New York
$342K -$185K -15,900 -34%
VKH
15
Virtu KCG Holdings
New York
$331K +$341K +29,326 New
DA
16
Doliver Advisors
Texas
$307K -$23K -1,978 -7%
TC
17
TFS Capital
Pennsylvania
$306K +$316K +27,154 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$289K -$12.2K -1,050 -4%
WS
19
Wedbush Securities
California
$283K +$35K +3,007 +14%
LPL Financial
20
LPL Financial
California
$200K -$5.15K -443 -2%
WAM
21
Wolverine Asset Management
Illinois
$183K +$189K +16,270 New
AIG
22
American International Group
New York
$170K +$523 +45 +0.3%
Morgan Stanley
23
Morgan Stanley
New York
$150K -$97.6K -8,391 -39%
WEC
24
Winslow Evans & Crocker
Massachusetts
$74.6K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$43K +$44.4K +3,815 New

DEX Hedge Fund Activity: Q4 2014 in Review

32 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q4 2014, worth a combined $39.2M — up 4.8% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DEX positions and 3 closed out — a net gain of 6 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was Advisors Asset Management, cutting an estimated $1.2M.

  • 32 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q4 2014, up from 28 in Q3 2014.
  • Funds reported $39.2M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q4 2014, up 4.8% quarter-over-quarter.
  • 9 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q4 2014 and 3 closed out, a net change of +6 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q4 2014 was Wells Fargo, an estimated $1.6M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q4 2014 was Advisors Asset Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.