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BlackRock Enhanced Equity Dividend Trust
BDJ

172 hedge funds and large institutions have $266M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $239M → $266M (+$26.9M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 171 → 172 (+1)

0.69% less ownership

Funds ownership: 17.42% → 16.74% (-0.69%)

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
60
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$1.59M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.55M
3
IC
IEQ Capital
California
+$705K
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$525K
5
Citigroup
Citigroup
New York
+$456K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.71M
2
WAM
Wolverine Asset Management
Illinois
-$2.61M
3
PPA
Parametric Portfolio Associates
Washington
-$2.08M
4
LPL Financial
LPL Financial
California
-$1.92M
5
Stifel Financial
Stifel Financial
Missouri
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$1.54M -$15K -1,912 -1%
SFS
27
Shaker Financial Services
Virginia
$1.52M -$174K -22,243 -11%
SDAM
28
Shulman DeMeo Asset Management
New York
$1.44M -$68K -8,681 -5%
9WM
29
9258 Wealth Management
Ohio
$1.42M -$76K -9,700 -5%
WMA
30
Wealth Management Associates
New Jersey
$1.36M +$24 +3 +0%
DJYG
31
David J. Yvars Group
Florida
$1.31M +$1.22M +155,751 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.29M +$25.3K +3,227 +2%
Citigroup
33
Citigroup
New York
$1.28M +$456K +58,210 +62%
KAS
34
Kestra Advisory Services
Texas
$1.15M +$337K +42,967 +46%
APW
35
Aurora Private Wealth
New Jersey
$1.14M -$38.7K -4,935 -4%
CAN
36
Cetera Advisor Networks
California
$1.11M +$180K +23,009 +21%
PAG
37
Private Advisor Group
New Jersey
$1.05M +$319K +40,753 +49%
CA
38
Claro Advisors
Massachusetts
$1.04M +$181K +23,081 +23%
PAS
39
Park Avenue Securities
New York
$1.03M +$407 +52 +0%
WBG
40
Wharton Business Group
Pennsylvania
$1M – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$989K +$58.7K +7,485 +7%
WA
42
WealthTrust Axiom
Pennsylvania
$934K +$12.3K +1,572 +1%
SWP
43
Stratos Wealth Partners
Ohio
$823K +$13K +1,661 +2%
COLIM
44
City of London Investment Management
United Kingdom
$806K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$771K -$752 -96 -0.1%
IC
46
IEQ Capital
California
$762K +$705K +90,000 New
HI
47
Hoey Investments
Pennsylvania
$749K +$5.49K +700 +0.8%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$731K +$113K +14,458 +20%
ASN
49
Advisory Services Network
Georgia
$650K -$70.5K -8,999 -10%
CL
50
CSS LLC
Illinois
$643K -$65.3K -8,339 -10%
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2020, worth a combined $266M — up 11% from $239M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BDJ positions and 24 closed out — a net gain of 2 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Landscape Capital Management, adding an estimated $1.59M. The largest seller was UBS Group, cutting an estimated $2.71M.

  • 172 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2020, up from 171 in Q3 2020.
  • Funds reported $266M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2020, up 11% quarter-over-quarter.
  • 26 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2020 and 24 closed out, a net change of +2 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2020 was Landscape Capital Management, an estimated $1.59M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2020 was UBS Group, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2020.