Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Enhanced Global (BOE)

114 + Investors. Track Smart Money conviction in BOE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — BOE

Based on 115 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BOE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
115 hedge funds hold BOE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

57 buying39 selling
Last quarter: 57 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 18 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
68 out of 115 hedge funds have held BOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

16 → 12 → 17 → 18 → 12 new funds/Q
New funds entering each quarter: 12 → 17 → 18 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 115 holders: 69 (60%) are 2+ year veterans, 16 entered 1–2 years ago, and 30 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
12 of 114 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BOE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BOE

In 2026 Q2, 57 hedge funds were net buyers of BOE (12 opened a new position, 45 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 57% of total institutional value in BOE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 115.

Hedge Fund Ownership: BOE

How many hedge funds hold BOE — quarterly history vs. share price
Quarterly hedge fund ownership of BOE vs. share price

Market Analysis: BOE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BOE
114 + Investors

Track Smart Money conviction in BOE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 119 -4.2%
13F Shares 20M 20M -0.81%
Total Value $237M $219M 8.53%
New Positions 12 18 -6
Increased Positions 45 48 -3
Closed Positions 16 10 +6
Reduced Positions 23 24 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOE

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Institutional Holders (2026 Q2)

114 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BOE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avory & Company, LLC 0.70% 46,196 $559K
2 Shaker Financial Services, LLC 0.60% 157,824 $1.9M
3 Closed-End Fund Advisors, Inc. 0.55% 46,691 $564K
4 Karpus Management, Inc. 0.42% 1,206,786 $14.6M
5 Centurion Wealth Management LLC 0.25% 86,561 $1.0M
6 Advisors Asset Management, Inc. 0.24% 1,301,417 $15.7M
7 Integrated Capital Management, INC. 0.17% 20,574 $249K
8 PMG Family Office LLC 0.16% 14,062 $170K
9 Decision Investments, Inc 0.15% 13,350 $161K
10 Accredited Investor Services, LLC 0.13% 18,752 $227K
11 one8zero8, LLC 0.12% 50,000 $604K
12 Blue Bell Private Wealth Management, LLC 0.11% 70,456 $852K
13 Illumine Investment Management, LLC 0.10% — $157K
14 Guggenheim Capital LLC 0.10% 1,274,063 $15.4M
15 Evolve Private Wealth, LLC 0.07% 97,592 $1.2M
16 Pacific Wealth Strategies Group, Inc. 0.07% 10,000 $121K
17 Abel Hall, LLC 0.07% 33,000 $399K
18 Ballast Rock Private Wealth LLC 0.07% 12,346 $149K
19 Lanark Financial, INC. 0.05% 62,756 $759K
20 Sax Wealth Advisors, LLC 0.04% 85,274 $935K
21 NWF Advisory Services Inc. 0.04% 31,660 $383K
22 Ashton Thomas Securities, LLC 0.03% 17,750 $215K
23 Jackson, Grant Investment Advisers, Inc. 0.03% 7,365 $89K
24 VSM Wealth Advisory, LLC 0.03% 8,431 $102K
25 WPG Advisers, LLC 0.03% 3,766 $46K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Enhanced Global (BOE)

What does the Smart Money Trend signal show for BOE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BOE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BOE?

Slight buying edge — 59% buying: Last quarter: 57 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BOE holders?

Elite ownership — 57% AUM from top-100 funds: 12 of 114 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BOE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BOE?

59% of holders stayed for 2+ years: 68 out of 115 hedge funds have held BOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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