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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

26 hedge funds and large institutions have $32.1M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $21.6M → $32.1M (+$10.5M)

16% less funds holding

Funds holding: 3126 (-5)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$11.9M +$11.7M +1,336,756 New
SIA
2
Sit Investment Associates
Minnesota
$6.42M +$3.6M +410,478 +131%
Wells Fargo
3
Wells Fargo
California
$3.73M -$193K -22,081 -5%
LPL Financial
4
LPL Financial
California
$2.28M +$19.3K +2,201 +0.9%
GC
5
Guggenheim Capital
Illinois
$1.29M -$705K -80,459 -36%
AAM
6
Advisors Asset Management
Colorado
$1.13M -$103K -11,712 -8%
Bank of America
7
Bank of America
North Carolina
$934K +$5.57K +636 +0.6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$742K -$28.2K -3,215 -4%
RCM
9
Rivernorth Capital Management
Florida
$639K -$1.87M -213,801 -75%
Morgan Stanley
10
Morgan Stanley
New York
$595K -$63.9K -7,296 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$442K -$5.33K -609 -1%
NFG
12
Nations Financial Group
Iowa
$380K +$219 +25 +0.1%
PAG
13
Private Advisor Group
New Jersey
$379K
RJA
14
Raymond James & Associates
Florida
$242K -$81.8K -9,340 -25%
CF
15
Centaurus Financial
California
$149K -$3.71K -424 -2%
Truist Financial
16
Truist Financial
North Carolina
$141K
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$140K -$14K -1,600 -9%
UBS Group
18
UBS Group
Switzerland
$133K +$20.7K +2,367 +19%
Citigroup
19
Citigroup
New York
$126K +$201 +23 +0.2%
M&T Bank
20
M&T Bank
New York
$111K +$109K +12,500 New
HI
21
Hoey Investments
Pennsylvania
$86K +$8.76K +1,000 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39K -$1.05K -120 -3%
PB
23
Pinnacle Bancorp
Nebraska
$34K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$33K +$263 +30 +0.8%
ASN
25
Advisory Services Network
Georgia
$29K +$28.7K +3,276 New

DEX Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q3 2020, worth a combined $32.1M — up 48% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DEX and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $11.7M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.02M sold.

  • 26 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q3 2020, down from 31 in Q2 2020.
  • Funds reported $32.1M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q3 2020, up 48% quarter-over-quarter.
  • 3 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q3 2020 and 8 closed out, a net change of -5 holders.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q3 2020 was Saba Capital Management, an estimated $11.7M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q3 2020 was Wolverine Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2020.