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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

44 hedge funds and large institutions have $43.5M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4344 (+1)

3% more capital invested

Capital invested by funds: $42.2M → $43.5M (+$1.29M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11.2M -$2.6M -274,289 -19%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.78M +$865K +91,375 +30%
CA
3
Cornerstone Advisors
North Carolina
$2.74M +$592K +62,538 +28%
GC
4
Guggenheim Capital
Illinois
$2.54M +$650K +68,682 +35%
WAM
5
Wolverine Asset Management
Illinois
$2.54M +$63.2K +6,680 +3%
Morgan Stanley
6
Morgan Stanley
New York
$2.27M +$53K +5,595 +2%
Wells Fargo
7
Wells Fargo
California
$2.06M -$148K -15,679 -7%
AAM
8
Advisors Asset Management
Colorado
$1.74M +$94.4K +9,969 +6%
RJA
9
Raymond James & Associates
Florida
$1.72M +$743K +78,434 +79%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.51M +$1.13M +119,661 +330%
SCM
11
Saba Capital Management
New York
$1.49M -$5.09M -537,466 -78%
CCP
12
Clough Capital Partners
Massachusetts
$1.46M +$119K +12,600 +9%
LPL Financial
13
LPL Financial
California
$1.24M +$414K +43,723 +52%
Bank of America
14
Bank of America
North Carolina
$825K +$323K +34,166 +67%
SIA
15
Sit Investment Associates
Minnesota
$656K -$1.28M -135,520 -67%
UBS Group
16
UBS Group
Switzerland
$612K +$212K +22,427 +55%
1CP
17
1607 Capital Partners
Virginia
$575K
SFS
18
Shaker Financial Services
Virginia
$551K +$144K +15,200 +36%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$403K +$19.5K +2,055 +5%
NFG
20
Nations Financial Group
Iowa
$342K +$10.7K +1,134 +3%
LCM
21
Landscape Capital Management
New Jersey
$332K -$151K -15,912 -32%
WS
22
Wedbush Securities
California
$322K +$805 +85 +0.3%
CRC
23
Curi RMB Capital
Illinois
$321K -$378K -39,908 -55%
EWM
24
Edge Wealth Management
New York
$258K +$59.7K +6,310 +31%
CL
25
CSS LLC
Illinois
$251K +$6.83K +722 +3%

DEX Hedge Fund Activity: Q1 2019 in Review

44 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q1 2019, worth a combined $43.5M — up 3.1% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DEX positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.13M. The largest seller was Saba Capital Management, cutting an estimated $5.09M.

  • 44 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q1 2019, up from 43 in Q4 2018.
  • Funds reported $43.5M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q1 2019, up 3.1% quarter-over-quarter.
  • 5 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q1 2019 and 4 closed out, a net change of +1 holder.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q1 2019 was Geode Capital Management, an estimated $1.13M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q1 2019 was Saba Capital Management, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2019.