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BlackRock Enhanced Equity Dividend Trust
BDJ

177 hedge funds and large institutions have $295M invested in BlackRock Enhanced Equity Dividend Trust in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

11% more funds holding

Funds holding: 159 → 177 (+18)

1.87% more ownership

Funds ownership: 18.39% → 20.26% (+1.9%)

14% less capital invested

Capital invested by funds: $343M → $295M (-$47.5M)

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
54
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$4.75M
2
SFS
Shaker Financial Services
Virginia
+$4.57M
3
HI
HBK Investments
Texas
+$3.14M
4
1CP
1607 Capital Partners
Virginia
+$2.87M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.74M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$17M
2
AAM
Advisors Asset Management
Colorado
-$1.56M
3
Stifel Financial
Stifel Financial
Missouri
-$1.24M
4
PPA
Parametric Portfolio Associates
Washington
-$1.24M
5
ACM
Ashford Capital Management
Delaware
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$1.73M -$32.8K -3,855 -2%
BIG
27
Boothe Investment Group
Delaware
$1.69M -$185K -21,700 -9%
9WM
28
9258 Wealth Management
Ohio
$1.66M +$1.81M +213,264 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.66M +$559K +65,699 +45%
LPL Financial
30
LPL Financial
California
$1.63M +$22.7K +2,666 +1%
WAM
31
Weiss Asset Management
Massachusetts
$1.54M +$1.57M +184,867 +1,411%
CRC
32
Curi RMB Capital
Illinois
$1.47M +$1.35M +158,704 +515%
SDAM
33
Shulman DeMeo Asset Management
New York
$1.47M +$1.61M +188,829 New
AG
34
Advisor Group
Arizona
$1.45M +$151K +17,741 +11%
ACM
35
Ashford Capital Management
Delaware
$1.37M -$1M -117,756 -40%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.28M +$252K +29,586 +22%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.24M +$350K +41,203 +35%
LCM
38
Landscape Capital Management
New Jersey
$1.24M +$1.35M +159,260 New
WMA
39
Wealth Management Associates
New Jersey
$1.17M +$1.28M +150,579 New
WA
40
WealthTrust Axiom
Pennsylvania
$1.13M +$8.83K +1,038 +0.7%
JIC
41
Joel Isaacson & Co
New York
$926K +$947K +111,330 New
Creative Planning
42
Creative Planning
Kansas
$881K +$33.6K +3,951 +4%
UCFA
43
United Capital Financial Advisors
Texas
$820K +$335K +39,375 +60%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$815K +$68.5K +8,052 +8%
WBG
45
Wharton Business Group
Pennsylvania
$810K – – –
WS
46
Wela Strategies
Georgia
$786K +$7.22K +849 +0.8%
CL
47
CSS LLC
Illinois
$661K – – –
RVPG
48
Relative Value Partners Group
$643K -$43.1K -5,071 -6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$643K +$24.8K +2,913 +4%
SWP
50
Stratos Wealth Partners
Ohio
$598K +$11.9K +1,401 +2%
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2018 in Review

177 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2018, worth a combined $295M — down 14% from $343M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BDJ positions and 20 closed out — a net gain of 19 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $4.75M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $17M sold.

  • 177 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2018, up from 159 in Q3 2018.
  • Funds reported $295M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2018, down 14% quarter-over-quarter.
  • 39 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2018 and 20 closed out, a net change of +19 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2018 was Wolverine Asset Management, an estimated $4.75M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2018 was Cornerstone Wealth Management, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2018.