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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

31 hedge funds and large institutions have $21.6M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $20.6M → $21.6M (+$978K)

9% less funds holding

Funds holding: 3431 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.57M +$169K +21,358 +5%
SIA
2
Sit Investment Associates
Minnesota
$2.53M +$2.48M +313,474 New
RCM
3
Rivernorth Capital Management
Florida
$2.31M -$1.89M -238,335 -45%
LPL Financial
4
LPL Financial
California
$2.06M +$254K +32,116 +14%
WAM
5
Wolverine Asset Management
Illinois
$2.02M +$575K +72,519 +41%
GC
6
Guggenheim Capital
Illinois
$1.83M -$593K -74,848 -25%
AAM
7
Advisors Asset Management
Colorado
$1.13M +$180K +22,663 +19%
SFS
8
Shaker Financial Services
Virginia
$984K +$40K +5,042 +4%
Bank of America
9
Bank of America
North Carolina
$846K +$265K +33,390 +47%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$702K -$2.09K -264 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$601K +$70.4K +8,883 +14%
Osaic Holdings
12
Osaic Holdings
Arizona
$408K -$183K -23,057 -31%
PAG
13
Private Advisor Group
New Jersey
$379K +$372K +46,900 New
NFG
14
Nations Financial Group
Iowa
$346K +$269 +34 +0.1%
CA
15
Cornerstone Advisors
North Carolina
$336K +$168K +21,200 +104%
RJA
16
Raymond James & Associates
Florida
$296K -$26.8K -3,384 -8%
LCM
17
Landscape Capital Management
New Jersey
$188K -$494K -62,394 -73%
Goldman Sachs
18
Goldman Sachs
New York
$186K -$22.2K -2,800 -11%
CF
19
Centaurus Financial
California
$139K -$25.8K -3,254 -16%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$137K +$29.3K +3,700 +28%
Truist Financial
21
Truist Financial
North Carolina
$128K
Citigroup
22
Citigroup
New York
$115K +$20.7K +2,618 +23%
UBS Group
23
UBS Group
Switzerland
$103K +$5.56K +702 +6%
TW
24
Towerpoint Wealth
California
$95K
HI
25
Hoey Investments
Pennsylvania
$71K

DEX Hedge Fund Activity: Q2 2020 in Review

31 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q2 2020, worth a combined $21.6M — up 4.7% from $20.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DEX and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.48M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.89M.

  • 31 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q2 2020, down from 34 in Q1 2020.
  • Funds reported $21.6M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q2 2020, up 4.7% quarter-over-quarter.
  • 3 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q2 2020 and 6 closed out, a net change of -3 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q2 2020 was Sit Investment Associates, an estimated $2.48M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q2 2020 was Rivernorth Capital Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2020.