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DEX

DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND

Delisted

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

29 hedge funds and large institutions have $25.5M invested in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2829 (+1)

0% less capital invested

Capital invested by funds: $25.6M → $25.5M (-$49K)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$6.74M -$1.29M -168,183 -15%
SIA
2
Sit Investment Associates
Minnesota
$3.57M -$413K -53,843 -9%
BI
3
Bulldog Investors
New Jersey
$3.42M +$1.43M +186,516 +60%
LPL Financial
4
LPL Financial
California
$2.74M +$32.3K +4,208 +1%
Wells Fargo
5
Wells Fargo
California
$1.49M +$680K +88,529 +69%
SFS
6
Shaker Financial Services
Virginia
$1.24M +$1.39M +180,994 New
BWA
7
BDO Wealth Advisors
Florida
$1.03M -$68.1K -8,867 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$912K +$93.8K +12,209 +10%
BFM
9
Boothbay Fund Management
New York
$468K +$525K +68,374 New
RJA
10
Raymond James & Associates
Florida
$423K -$17.5K -2,283 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$410K +$4.27K +556 +0.9%
NA
12
NewEdge Advisors
Louisiana
$386K -$6.91K -900 -2%
Morgan Stanley
13
Morgan Stanley
New York
$347K +$204K +26,569 +110%
Bank of America
14
Bank of America
North Carolina
$302K -$52K -6,766 -13%
PAG
15
Private Advisor Group
New Jersey
$294K +$48.4K +6,300 +17%
NFG
16
Nations Financial Group
Iowa
$277K +$261 +34 +0.1%
AC
17
Almitas Capital
California
$257K +$288K +37,459 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$229K +$257K +33,417 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$215K -$392 -51 -0.2%
WS
20
Wedbush Securities
California
$175K +$9.75K +1,270 +5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$144K +$161K +21,025 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$139K +$137K +17,812 +726%
HI
23
Hoey Investments
Pennsylvania
$89K +$1.54K +200 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$80K -$35.3K -4,600 -28%
SCM
25
SOL Capital Management
Maryland
$68K +$76.8K +10,000 New

DEX Hedge Fund Activity: Q3 2022 in Review

29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) for Q3 2022, worth a combined $25.5M — down 0.19% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEX positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $1.43M. The largest seller was Saba Capital Management, cutting an estimated $1.29M.

  • 29 institutional investors held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) as of Q3 2022, up from 28 in Q2 2022.
  • Funds reported $25.5M of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND stock for Q3 2022, down 0.19% quarter-over-quarter.
  • 6 funds opened new DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND positions in Q3 2022 and 5 closed out, a net change of +1 holder.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND buyer in Q3 2022 was Bulldog Investors, an estimated $1.43M added.
  • The largest DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND seller in Q3 2022 was Saba Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2022.