BlackRock Enhanced Equity Dividend Trust
BDJ
133 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
11% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 38
3% more funds holding
Funds holding: 129 → 133 (+4)
0% more capital invested
Capital invested by funds: $311M → $312M (+$793K)
0.52% less ownership
Funds ownership: 18.82% → 18.3% (-0.52%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.86M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$2.82M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 5 |
Cohen & Steers
New York
|
+$1.34M |
Top Sellers
| 1 |
RVPG
Relative Value Partners Group
|
-$9.04M |
| 2 |
RBC
Roble Belko & Company
Sewickley,
Pennsylvania
|
-$2.95M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.34M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.05M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.52M |
BDJ Hedge Fund Activity: Q3 2017 in Review
133 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2017, worth a combined $312M — up 0.25% from $311M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BDJ positions and 12 closed out — a net gain of 7 holders — while 42 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Relative Value Partners Group, cutting an estimated $9.04M.
- 133 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2017, up from 129 in Q2 2017.
- Funds reported $312M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2017, up 0.25% quarter-over-quarter.
- 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2017 and 12 closed out, a net change of +7 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2017 was UBS Group, an estimated $2.86M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2017 was Relative Value Partners Group, an estimated $9.04M sold.
Based on aggregated 13F filings for Q3 2017.