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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

43 hedge funds and large institutions have $67.2M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $57.1M → $67.2M (+$10M)

0% more funds holding

Funds holding: 4343 (0)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.4M -$520K -49,277 -4%
SCM
2
Saba Capital Management
New York
$9.55M +$77.6K +7,356 +0.9%
Wells Fargo
3
Wells Fargo
California
$8.91M +$2.83M +267,677 +49%
RJA
4
Raymond James & Associates
Florida
$7.37M -$484K -45,885 -6%
BI
5
Bulldog Investors
New Jersey
$6.25M +$2.74M +259,549 +84%
RCM
6
Rivernorth Capital Management
Florida
$5.11M +$3.02M +285,935 +159%
SIA
7
Sit Investment Associates
Minnesota
$2.93M +$2.81M +266,281 New
GC
8
Guggenheim Capital
Illinois
$1.84M -$231K -21,875 -12%
1CP
9
1607 Capital Partners
Virginia
$1.59M -$155K -14,649 -9%
Bank of America
10
Bank of America
North Carolina
$1.39M +$204K +19,360 +18%
ACM
11
Alethea Capital Management
Washington
$1.38M
CA
12
Cornerstone Advisors
North Carolina
$1.34M -$1.83M -173,556 -59%
Morgan Stanley
13
Morgan Stanley
New York
$1.19M -$150K -14,197 -12%
WS
14
Wedbush Securities
California
$1.15M +$38.8K +3,677 +4%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.04M -$76.9K -7,285 -7%
ZIG
16
Zuckerman Investment Group
Illinois
$486K -$117K -11,100 -20%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$416K
MML Investors Services
18
MML Investors Services
Massachusetts
$371K +$357K +33,790 New
NFG
19
Nations Financial Group
Iowa
$303K +$6.23K +590 +2%
LPL Financial
20
LPL Financial
California
$295K -$4.31K -408 -1%
UBS Group
21
UBS Group
Switzerland
$208K -$48.7K -4,615 -20%
TC
22
TFS Capital
Pennsylvania
$208K -$11.2K -1,063 -5%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$187K
BC
24
Brinker Capital
Pennsylvania
$170K +$164K +15,512 New
AG
25
Advisor Group
Arizona
$169K -$63.3K -5,996 -28%

DEX Hedge Fund Activity: Q1 2017 in Review

43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q1 2017, worth a combined $67.2M — up 18% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DEX positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.02M. The largest seller was Matisse Capital, exiting entirely with an estimated $2M sold.

  • 43 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $67.2M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q1 2017, up 18% quarter-over-quarter.
  • 7 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q1 2017 and 5 closed out, a net change of +2 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q1 2017 was Rivernorth Capital Management, an estimated $3.02M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q1 2017 was Matisse Capital, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2017.