We are live on ! Find out more
DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

33 hedge funds and large institutions have $86.1M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $90.1M → $86.1M (-$4M)

8% less funds holding

Funds holding: 3633 (-3)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
9
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$23M +$1.46M +124,433 +7%
RCM
2
Rivernorth Capital Management
Florida
$18M +$3.69M +315,462 +25%
SIA
3
Sit Investment Associates
Minnesota
$14.4M +$251K +21,423 +2%
BI
4
Bulldog Investors
New Jersey
$7.78M -$2.22M -189,616 -22%
AAM
5
Advisors Asset Management
Colorado
$4.4M -$3.38M -288,590 -43%
Wells Fargo
6
Wells Fargo
California
$4.06M -$672K -57,394 -14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.04M -$53.2K -4,541 -2%
Morgan Stanley
8
Morgan Stanley
New York
$1.68M -$48.2K -4,119 -3%
RJA
9
Raymond James & Associates
Florida
$1.41M -$672K -57,406 -32%
1CP
10
1607 Capital Partners
Virginia
$1.25M -$78.7K -6,724 -6%
ACM
11
Alethea Capital Management
Washington
$1.08M -$14.3K -1,222 -1%
UBS Group
12
UBS Group
Switzerland
$766K +$37.4K +3,193 +5%
Walleye Trading
13
Walleye Trading
New York
$679K -$43K -3,672 -6%
GC
14
Guggenheim Capital
Illinois
$574K -$210K -17,939 -26%
Bank of America
15
Bank of America
North Carolina
$551K -$82.6K -7,056 -13%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$536K -$78.1K -6,672 -12%
LPL Financial
17
LPL Financial
California
$518K +$260K +22,254 +95%
AG
18
Advisor Group
Arizona
$368K +$204K +17,442 +115%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$357K
NFG
20
Nations Financial Group
Iowa
$327K +$363 +31 +0.1%
RVPG
21
Relative Value Partners Group
$266K -$55.7K -4,761 -17%
BC
22
Brinker Capital
Pennsylvania
$264K -$26.7K -2,285 -9%
BAM
23
Belpointe Asset Management
Nevada
$173K -$25.3K -2,165 -12%
SI
24
Stephens Inc
Arkansas
$173K +$179K +15,296 New
Citigroup
25
Citigroup
New York
$157K +$45K +3,848 +38%

DEX Hedge Fund Activity: Q2 2018 in Review

33 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q2 2018, worth a combined $86.1M — down 4.4% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DEX and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.69M. The largest seller was Advisors Asset Management, cutting an estimated $3.38M.

  • 33 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q2 2018, down from 36 in Q1 2018.
  • Funds reported $86.1M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q2 2018, down 4.4% quarter-over-quarter.
  • 2 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q2 2018 and 4 closed out, a net change of -2 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q2 2018 was Rivernorth Capital Management, an estimated $3.69M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q2 2018 was Advisors Asset Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2018.