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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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XEGFX

XEGFX — 13F Filings Explorer

Blackrock Enhanced Govern

-$1.6M

Net Activity

Data as of: 2024-12-31

Institutions Holding

14

Popularity Rank

#8422

Avg Weight

0.06%

Total Value

$23.4M

Ownership Trend

14 institutions currently hold XEGFX, with 1 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q4 2024)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

SI
Sit Investment Associates INC
$17.9M
1C
1607 Capital Partners, LLC
$2.1M
FC
Fiera Capital Corp
$1.1M
PA
Private Advisor Group, LLC
$575.4K
CP
Chicago Partners Investment Group LLC
$542.5K

Top 5 by Conviction

SI
Sit Investment Associates INC
0.41%
1C
1607 Capital Partners, LLC
0.17%
MW
Melfa Wealth Management, INC.
0.12%
SD
Shulman DeMeo Asset Management LLC
0.08%
QW
Quadcap Wealth Management, LLC
0.05%
View all 14 holding institutions

Quarterly Activity

Recent Activity

+$6.0

Total Buy Value

$20.1M

Total Sell Value

New buy1
Trim4
Add0
Sold out0

1

Net Buyers

4

Net Sellers

Smart Money Convergence

XEGFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2024-12-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/XEGFX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

09255K108

FAQ

Who are the top institutional investors holding BLACKROCK ENHANCED GOVERN (XEGFX)?
Major stakeholders currently include Sit Investment Associates INC ($17.9M), 1607 Capital Partners, LLC ($2.1M), Fiera Capital Corp ($1.1M). Based on the latest 13F filings, there are a total of 14 tracked investment funds and institutions maintaining positions in XEGFX.
What is the overall institutional sentiment toward XEGFX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.6M, driven by 1 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their XEGFX positions?
In the latest period, 4 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $20.1M.
Are there any notable investors adding XEGFX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.0.

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