We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust

171 hedge funds and large institutions have $239M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

2% more funds holding

Funds holding: 167171 (+4)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

1.95% less ownership

Funds ownership: 19.37%17.42% (-1.9%)

10% less capital invested

Capital invested by funds: $267M → $239M (-$27.8M)

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
53
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
126
First Allied Advisory Services
California
$74K +$507 +68 +0.7%
HWM
127
Howard Wealth Management
Connecticut
$73K -$20.5K -2,752 -22%
OAM
128
Occidental Asset Management
California
$73K -$2.98K -400 -4%
CHC
129
City Holding Co
West Virginia
$70K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$57K
NSIM
131
North Star Investment Management
Illinois
$53K
HNB
132
Huntington National Bank
Ohio
$47K
APWA
133
Atlas Private Wealth Advisors
New Jersey
$44K
MA
134
MUFG Americas
New York
$43K
CB
135
Community Bank
New York
$42K
FFA
136
Founders Financial Alliance
North Carolina
$40K +$40K +5,369 New
VFA
137
Valeo Financial Advisors
Indiana
$36K
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$22.9K +3,069 +271%
GWM
139
Geneos Wealth Management
Colorado
$28K
PB
140
Pinnacle Bancorp
Nebraska
$28K
NFSG
141
Newbridge Financial Services Group
Florida
$27K +$27.7K +3,715 New
CFN
142
Cordasco Financial Network
Florida
$26K
IWP
143
IAG Wealth Partners
Wisconsin
$26K
Barclays
144
Barclays
United Kingdom
$23K +$20.4K +2,738 New
AF
145
Advisornet Financial
Minnesota
$22K
FHA
146
Flagship Harbor Advisors
Massachusetts
$22K
SWM
147
Selective Wealth Management
Virginia
$22K
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$20K
CHAM
149
Clear Harbor Asset Management
Connecticut
$18.7K +$19K +2,556 New
BWA
150
BDO Wealth Advisors
Florida
$18K

BDJ Hedge Fund Activity: Q3 2020 in Review

171 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2020, worth a combined $239M — down 10% from $267M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 17 closed out — a net gain of 6 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $818K. The largest seller was Richard C. Young & Co, cutting an estimated $10.7M.

  • 171 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2020, up from 167 in Q2 2020.
  • Funds reported $239M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2020, down 10% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2020 and 17 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $818K added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2020 was Richard C. Young & Co, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2020.