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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
CA
101
Cetera Advisors
Colorado
$162K -$91.9K -11,723 -38%
Walleye Trading
102
Walleye Trading
New York
$161K +$7.49K +956 +5%
ISB
103
Iowa State Bank
Iowa
$158K – – –
WS
104
Wedbush Securities
California
$157K – – –
1WA
105
180 Wealth Advisors
Washington
$154K +$180 +23 +0.1%
WMP
106
Wealth Management Partners
Arizona
$146K +$134K +17,131 New
NA
107
NewEdge Advisors
Louisiana
$138K +$10.2K +1,300 +9%
HA
108
Harborview Advisors
Maine
$134K +$1.05K +134 +0.9%
DWM
109
Dakota Wealth Management
Florida
$134K +$2.28K +291 +2%
PFS
110
Prospera Financial Services
Texas
$131K +$121K +15,416 New
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$130K -$28.8K -3,679 -20%
ICMP
112
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124K +$7.04K +898 +7%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$122K -$19.6K -2,500 -15%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$120K +$2.11K +269 +2%
DA
115
Detalus Advisors
Missouri
$120K +$7.84K +1,000 +8%
AOWM
116
Alpha Omega Wealth Management
Virginia
$116K – – –
US Bancorp
117
US Bancorp
Minnesota
$112K -$55.2K -7,041 -35%
FSA
118
Fort Sheridan Advisors
Illinois
$111K – – –
CFGS
119
Concourse Financial Group Securities
Alabama
$106K +$721 +92 +0.7%
FF
120
FourThought Financial
Florida
$104K +$96.8K +12,348 New
SBSB
121
Sullivan, Bruyette, Speros & Blaney
Virginia
$100K – – –
PWM
122
Perigon Wealth Management
California
$92K +$635 +81 +0.8%
IAIM
123
International Assets Investment Management
Florida
$92K +$85K +10,849 New
PWPS
124
Pinnacle Wealth Planning Services
Ohio
$89K -$19.1K -2,443 -19%
LOPW
125
Live Oak Private Wealth
North Carolina
$89K – – –
3 4
5
6 7

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.