We are live on ! Find out more
DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

43 hedge funds and large institutions have $43.1M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $43.8M → $43.1M (-$712K)

2% less funds holding

Funds holding: 4443 (-1)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.29M -$558K -64,241 -7%
RJA
2
Raymond James & Associates
Florida
$6.75M +$696K +80,198 +12%
Wells Fargo
3
Wells Fargo
California
$4.98M +$3M +345,948 +175%
MC
4
Matisse Capital
Oregon
$3.36M +$176K +20,300 +6%
CA
5
Cornerstone Advisors
North Carolina
$3.23M
WAM
6
Wolverine Asset Management
Illinois
$2.16M -$460K -52,946 -18%
1CP
7
1607 Capital Partners
Virginia
$1.57M -$248K -28,600 -14%
ACM
8
Alethea Capital Management
Washington
$1.51M -$41.9K -4,823 -3%
LCM
9
Landscape Capital Management
New Jersey
$1.29M +$424K +48,891 +53%
GC
10
Guggenheim Capital
Illinois
$1.21M -$256K -29,474 -18%
Morgan Stanley
11
Morgan Stanley
New York
$1.2M -$15.5K -1,784 -1%
Bank of America
12
Bank of America
North Carolina
$936K +$26.2K +3,024 +3%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$786K -$81.6K -9,400 -10%
DA
14
Doliver Advisors
Texas
$620K +$323K +37,274 +122%
WS
15
Wedbush Securities
California
$545K +$100K +11,551 +24%
AA
16
AQR Arbitrage
Connecticut
$538K -$6.18K -712 -1%
SG Americas Securities
17
SG Americas Securities
New York
$423K +$12.2K +1,400 +3%
Invesco
18
Invesco
Georgia
$420K -$421K -48,483 -51%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$357K -$33.9K -3,908 -9%
PPA
20
Parametric Portfolio Associates
Washington
$330K -$5.67K -653 -2%
CRC
21
Curi RMB Capital
Illinois
$303K -$342K -39,403 -54%
MFS
22
MSI Financial Services
Massachusetts
$289K +$198K +22,853 +262%
UBS Group
23
UBS Group
Switzerland
$280K -$493K -56,765 -65%
NFG
24
Nations Financial Group
Iowa
$203K +$1.94K +224 +1%
LPL Financial
25
LPL Financial
California
$188K +$7.77K +895 +4%

DEX Hedge Fund Activity: Q1 2016 in Review

43 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q1 2016, worth a combined $43.1M — down 1.6% from $43.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DEX and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $3M. The largest seller was Boothbay Fund Management, cutting an estimated $718K.

  • 43 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q1 2016, down from 44 in Q4 2015.
  • Funds reported $43.1M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q1 2016, down 1.6% quarter-over-quarter.
  • 4 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q1 2016 and 5 closed out, a net change of -1 holder.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q1 2016 was Wells Fargo, an estimated $3M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q1 2016 was Boothbay Fund Management, an estimated $718K sold.

Based on aggregated 13F filings for Q1 2016.