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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

34 hedge funds and large institutions have $38.6M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

6% less funds holding

Funds holding: 3634 (-2)

7% less capital invested

Capital invested by funds: $41.5M → $38.6M (-$2.96M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.93M -$1.92M -188,498 -15%
RJA
2
Raymond James & Associates
Florida
$4.72M +$4.54M +444,809 +685%
Wells Fargo
3
Wells Fargo
California
$3.89M +$854K +83,661 +25%
CA
4
Cornerstone Advisors
North Carolina
$2.98M
WAM
5
Wolverine Asset Management
Illinois
$2.37M +$295K +28,868 +13%
SFS
6
Shaker Financial Services
Virginia
$2.14M -$899K -88,120 -28%
1CP
7
1607 Capital Partners
Virginia
$2M +$551K +54,023 +33%
GC
8
Guggenheim Capital
Illinois
$1.7M +$121K +11,841 +7%
ACM
9
Alethea Capital Management
Washington
$1.63M -$20.5K -2,008 -1%
Invesco
10
Invesco
Georgia
$1.16M -$290K -28,449 -18%
UBS Group
11
UBS Group
Switzerland
$942K -$529K -51,814 -34%
ICAS
12
Investors Capital Advisory Services
Massachusetts
$899K -$30.1K -2,950 -3%
AA
13
AQR Arbitrage
Connecticut
$496K +$248K +24,357 +83%
Morgan Stanley
14
Morgan Stanley
New York
$479K +$334K +32,744 +172%
Bank of America
15
Bank of America
North Carolina
$463K +$79.7K +7,810 +19%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$399K -$14.3K -1,398 -3%
WS
17
Wedbush Securities
California
$396K +$15.5K +1,523 +4%
PPA
18
Parametric Portfolio Associates
Washington
$351K -$21.1K -2,072 -5%
DA
19
Doliver Advisors
Texas
$341K +$126K +12,375 +51%
LCM
20
Landscape Capital Management
New Jersey
$288K +$47.6K +4,662 +18%
BFM
21
Boothbay Fund Management
New York
$286K +$315K +30,860 New
SCM
22
Saba Capital Management
New York
$144K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$143K -$30.1K -2,948 -16%
AIG
24
American International Group
New York
$132K -$23.6K -2,316 -14%
BTS
25
BB&T Securities
Virginia
$131K

DEX Hedge Fund Activity: Q3 2015 in Review

34 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q3 2015, worth a combined $38.6M — down 7.1% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DEX and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.54M. The largest seller was Advisors Asset Management, cutting an estimated $1.92M.

  • 34 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q3 2015, down from 36 in Q2 2015.
  • Funds reported $38.6M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q3 2015, down 7.1% quarter-over-quarter.
  • 3 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q3 2015 and 5 closed out, a net change of -2 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q3 2015 was Raymond James & Associates, an estimated $4.54M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q3 2015 was Advisors Asset Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2015.