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BlackRock Enhanced Equity Dividend Trust
BDJ
BDJ
155 hedge funds and large institutions have $330M invested in BlackRock Enhanced Equity Dividend Trust in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
8% more capital invested
Capital invested by funds: $305M → $330M (+$25.8M)
0.56% less ownership
Funds ownership: 18.53% → 17.97% (-0.56%)
3% less funds holding
Funds holding: 159 → 155 (-4)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
50
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.01M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$2.58M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.88M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.45M |
Top Sellers
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.55M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.51M |
| 3 |
RVPG
Relative Value Partners Group
|
-$2.46M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.32M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.81M |
