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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

34 hedge funds and large institutions have $20.6M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

6% less funds holding

Funds holding: 3634 (-2)

30% less capital invested

Capital invested by funds: $29.6M → $20.6M (-$8.99M)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
9
Reduced
8
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$3.9M -$4.22M -443,923 -46%
Wells Fargo
2
Wells Fargo
California
$3.13M +$146K +15,335 +4%
GC
3
Guggenheim Capital
Illinois
$2.24M -$132K -13,849 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.78M +$2.04M +214,388 +863%
LPL Financial
5
LPL Financial
California
$1.66M +$9.4K +988 +0.4%
WAM
6
Wolverine Asset Management
Illinois
$1.32M +$1.68M +176,928 New
AAM
7
Advisors Asset Management
Colorado
$871K +$343K +36,093 +45%
SFS
8
Shaker Financial Services
Virginia
$870K +$1.11M +116,720 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$649K +$519K +54,525 +167%
LCM
10
Landscape Capital Management
New Jersey
$638K +$815K +85,690 New
Osaic Holdings
11
Osaic Holdings
Arizona
$548K +$699K +73,477 New
Bank of America
12
Bank of America
North Carolina
$532K -$30.3K -3,189 -4%
Morgan Stanley
13
Morgan Stanley
New York
$488K -$834K -87,729 -57%
NFG
14
Nations Financial Group
Iowa
$319K +$7.5K +789 +2%
RJA
15
Raymond James & Associates
Florida
$298K -$19.7K -2,069 -5%
Goldman Sachs
16
Goldman Sachs
New York
$192K +$245K +25,792 New
CF
17
Centaurus Financial
California
$153K -$94.8K -9,964 -33%
CA
18
Cornerstone Advisors
North Carolina
$152K +$194K +20,400 New
MC
19
Matisse Capital
Oregon
$147K +$187K +19,711 New
Truist Financial
20
Truist Financial
North Carolina
$118K
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$98K +$126K +13,200 New
UBS Group
22
UBS Group
Switzerland
$89K +$3.67K +386 +3%
TW
23
Towerpoint Wealth
California
$88K
Citigroup
24
Citigroup
New York
$86K +$12K +1,263 +12%
CCP
25
Clough Capital Partners
Massachusetts
$75K -$93.4K -9,818 -50%

DEX Hedge Fund Activity: Q1 2020 in Review

34 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q1 2020, worth a combined $20.6M — down 30% from $29.6M a quarter earlier.

Fund positioning in DEX was balanced in Q1 2020: 13 funds opened new positions, 13 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.04M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.22M.

  • 34 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q1 2020, down from 36 in Q4 2019.
  • Funds reported $20.6M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q1 2020, down 30% quarter-over-quarter.
  • 13 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q1 2020 and 13 closed out, a net change of 0 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q1 2020 was Royal Bank of Canada, an estimated $2.04M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q1 2020 was Rivernorth Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2020.