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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

33 hedge funds and large institutions have $23M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

25% less funds holding

Funds holding: 4433 (-11)

47% less capital invested

Capital invested by funds: $43.5M → $23M (-$20.5M)

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
33
Holders Change
-11
Holders Change %
-25%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.11M +$231K +23,570 +6%
GC
2
Guggenheim Capital
Illinois
$3.18M +$573K +58,294 +22%
WAM
3
Wolverine Asset Management
Illinois
$1.86M -$731K -74,457 -28%
LPL Financial
4
LPL Financial
California
$1.76M +$486K +49,457 +38%
AAM
5
Advisors Asset Management
Colorado
$1.62M -$159K -16,189 -9%
Morgan Stanley
6
Morgan Stanley
New York
$1.31M -$1.01M -102,874 -44%
RJA
7
Raymond James & Associates
Florida
$1.3M -$451K -45,964 -26%
CCP
8
Clough Capital Partners
Massachusetts
$1.16M -$331K -33,653 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$843K -$695K -70,756 -45%
Bank of America
10
Bank of America
North Carolina
$749K -$94.8K -9,653 -11%
Wells Fargo
11
Wells Fargo
California
$716K -$1.38M -140,608 -66%
UBS Group
12
UBS Group
Switzerland
$630K +$4.2K +428 +0.7%
1CP
13
1607 Capital Partners
Virginia
$589K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$428K +$15.7K +1,598 +4%
NFG
15
Nations Financial Group
Iowa
$356K +$5.24K +534 +2%
AG
16
Advisor Group
Arizona
$329K +$145K +14,800 +80%
WS
17
Wedbush Securities
California
$313K -$16.2K -1,650 -5%
CF
18
Centaurus Financial
California
$301K +$295K +30,062 +10,260%
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$270K +$65.8K +6,700 +33%
AA
20
AQR Arbitrage
Connecticut
$207K -$30.3K -3,089 -13%
CL
21
CSS LLC
Illinois
$195K -$61.1K -6,225 -24%
MM
22
Midas Management
New York
$158K
BTS
23
BB&T Securities
Virginia
$156K +$12.8K +1,300 +9%
PPA
24
Parametric Portfolio Associates
Washington
$118K -$3.58K -365 -3%
TW
25
Towerpoint Wealth
California
$116K

DEX Hedge Fund Activity: Q2 2019 in Review

33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q2 2019, worth a combined $23M — down 47% from $43.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DEX and 2 opened new positions — a net loss of 10 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Guggenheim Capital, adding an estimated $573K. The largest seller was Rivernorth Capital Management, cutting an estimated $2.26M.

  • 33 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q2 2019, down from 44 in Q1 2019.
  • Funds reported $23M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q2 2019, down 47% quarter-over-quarter.
  • 2 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q2 2019 and 12 closed out, a net change of -10 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q2 2019 was Guggenheim Capital, an estimated $573K added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q2 2019 was Rivernorth Capital Management, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2019.