DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND
DEX was delisted on the 10th of March, 2023.
38 hedge funds and large institutions have $22.3M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
15% more funds holding
Funds holding: 33 → 38 (+5)
3% less capital invested
Capital invested by funds: $23M → $22.3M (-$663K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
| 2 |
Morgan Stanley
New York
|
+$404K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$301K |
| 4 |
LPL Financial
San Diego,
California
|
+$225K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.37M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$950K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$843K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$621K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$602K |
DEX Hedge Fund Activity: Q3 2019 in Review
38 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q3 2019, worth a combined $22.3M — down 2.9% from $23M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DEX positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.13M. The largest seller was Wolverine Asset Management, cutting an estimated $1.37M.
- 38 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q3 2019, up from 33 in Q2 2019.
- Funds reported $22.3M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q3 2019, down 2.9% quarter-over-quarter.
- 9 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q3 2019 and 3 closed out, a net change of +6 holders.
- The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q3 2019 was Wells Fargo, an estimated $2.13M added.
- The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q3 2019 was Wolverine Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2019.