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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
PFO
151
Pathstone Family Office
New Jersey
$20K – – –
CAL
152
Capital Advisors Ltd
Ohio
$19K – – –
APWA
153
Atlas Private Wealth Advisors
New Jersey
$17K -$31.3K -4,000 -67%
OIA
154
Optimum Investment Advisors
Illinois
$17K +$1.8K +230 +13%
FWM
155
Focused Wealth Management
New York
$15K – – –
TJHA
156
Thomas J. Herzfeld Advisors
Florida
$15K +$266 +34 +2%
FCH
157
Freestone Capital Holdings
Washington
$14.4K – – –
APA
158
American Portfolios Advisors
New York
$13K – – –
AF
159
Advisornet Financial
Minnesota
$13K -$11.8K -1,500 -50%
EW
160
Evoke Wealth
California
$12K – – –
CBT
161
CoreFirst Bank & Trust
Kansas
$12K +$10.7K +1,364 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$12K +$10.9K +1,391 New
TRCT
163
Tower Research Capital (TRC)
New York
$8K +$7.56K +965 New
CFD
164
Creative Financial Designs
Indiana
$8K +$7.84K +1,000 New
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$6K – – –
WLPWM
166
Walled Lake Planning & Wealth Management
Illinois
$5K -$4.46K -569 -49%
COCM
167
Charter Oak Capital Management
New Hampshire
$5K +$5.88K +751 New
HCP
168
Hexagon Capital Partners
Arkansas
$4K – – –
PP
169
PrairieView Partners
Minnesota
$3K – – –
M1FG
170
Mach-1 Financial Group
Arkansas
$3K +$3.13K +400 New
BHWM
171
Bay Harbor Wealth Management
Maryland
$2K +$1.42K +181 New
EWM
172
Edge Wealth Management
New York
$1K +$8 +1 +1%
Walleye Capital
173
Walleye Capital
New York
$374 +$2.4K +306 +0.7%
RCYC
174
Richard C. Young & Co
Rhode Island
– -$1.32M -181,161 Closed
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
– -$1.07M -145,418 Closed
4 5 6
7
8

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.