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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
CFA
76
Cahill Financial Advisors
Minnesota
$283K -$35.7K -4,553 -12%
LWP
77
Lumature Wealth Partners
Georgia
$264K +$244K +31,125 New
BCA
78
Bay Colony Advisors
Massachusetts
$257K +$7.34K +937 +3%
Brown Advisory
79
Brown Advisory
Maryland
$257K +$49K +6,250 +26%
SWM
80
SeaCrest Wealth Management
New York
$255K -$9.28K -1,184 -4%
KeyBank National Association
81
KeyBank National Association
Ohio
$250K – – –
CI
82
Conning Inc
Connecticut
$249K +$4.45K +568 +2%
SRC
83
Shufro Rose & Co
New York
$248K – – –
CAN
84
Claraphi Advisory Network
United States
$247K -$496K -63,288 -68%
OIM
85
Oder Investment Management
California
$244K +$226K +28,839 New
XF
86
XML Financial
Maryland
$238K +$39 +5 +0%
SPC
87
Sigma Planning Corp
Michigan
$225K +$1.18K +151 +0.6%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$216K +$39.8K +5,075 +25%
WAM
89
Wolverine Asset Management
Illinois
$215K -$2.61M -332,713 -93%
WI
90
Wintrust Investments
Illinois
$211K +$3.72K +475 +2%
VVP
91
Venture Visionary Partners
Ohio
$210K -$53.1K -6,777 -21%
MOS
92
MGO One Seven
Ohio
$208K -$57K -7,268 -23%
GCP
93
Gill Capital Partners
Colorado
$203K – – –
IFWM
94
Institute for Wealth Management
Colorado
$184K – – –
AWM
95
AE Wealth Management
Kansas
$182K +$760 +97 +0.5%
Millennium Management
96
Millennium Management
New York
$180K +$166K +21,217 New
AIC
97
Ameritas Investment Company
Nebraska
$177K +$49.5K +6,312 +43%
PCM
98
Pointe Capital Management
Michigan
$173K – – –
WA
99
Waverly Advisors
Alabama
$173K – – –
SFS
100
Sowell Financial Services
Arkansas
$166K +$23.8K +3,042 +18%
2 3
4
5 6

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.