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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

30 hedge funds and large institutions have $41.5M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $39.2M → $41.5M (+$2.35M)

6% less funds holding

Funds holding: 3230 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$15.4M -$1.72M -152,275 -10%
Wells Fargo
2
Wells Fargo
California
$3.58M +$955K +84,357 +37%
CA
3
Cornerstone Advisors
North Carolina
$3.49M +$1.11M +97,778 +47%
SFS
4
Shaker Financial Services
Virginia
$3.14M +$339K +29,915 +12%
UBS Group
5
UBS Group
Switzerland
$2.02M -$85.5K -7,547 -4%
ACM
6
Alethea Capital Management
Washington
$2.01M +$12.6K +1,109 +0.6%
Invesco
7
Invesco
Georgia
$1.97M -$176K -15,558 -8%
WAM
8
Wolverine Asset Management
Illinois
$1.87M +$1.66M +146,852 +903%
GC
9
Guggenheim Capital
Illinois
$1.67M -$89K -7,863 -5%
1CP
10
1607 Capital Partners
Virginia
$1.66M +$488K +43,100 +42%
ICAS
11
Investors Capital Advisory Services
Massachusetts
$1.11M -$134K -11,850 -11%
Bank of America
12
Bank of America
North Carolina
$494K -$248K -21,870 -34%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$486K +$260 +23 +0.1%
PPA
14
Parametric Portfolio Associates
Washington
$462K +$456K +40,246 New
DA
15
Doliver Advisors
Texas
$408K +$93.8K +8,287 +30%
WS
16
Wedbush Securities
California
$340K +$51.1K +4,508 +18%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$266K -$28.3K -2,500 -10%
Morgan Stanley
18
Morgan Stanley
New York
$220K +$66.6K +5,884 +44%
LPL Financial
19
LPL Financial
California
$197K -$4.19K -370 -2%
AIG
20
American International Group
New York
$181K +$8.55K +755 +5%
SCM
21
Saba Capital Management
New York
$178K -$168K -14,814 -49%
TC
22
TFS Capital
Pennsylvania
$141K -$168K -14,821 -55%
WEC
23
Winslow Evans & Crocker
Massachusetts
$75.9K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$53K +$8.66K +765 +20%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$26K +$3.22K +284 +14%

DEX Hedge Fund Activity: Q1 2015 in Review

30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q1 2015, worth a combined $41.5M — up 6% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DEX and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, adding an estimated $1.66M. The largest seller was Advisors Asset Management, cutting an estimated $1.72M.

  • 30 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q1 2015, down from 32 in Q4 2014.
  • Funds reported $41.5M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q1 2015, up 6% quarter-over-quarter.
  • 2 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q1 2015 and 4 closed out, a net change of -2 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q1 2015 was Wolverine Asset Management, an estimated $1.66M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q1 2015 was Advisors Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2015.