BlackRock Enhanced Equity Dividend Trust
BDJ
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.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
2% more funds holding
Funds holding: 167 → 171 (+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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
176
Biltmore Capital Advisors
Princeton,
New Jersey
| – | -$73K | -10,000 | Closed |
|
|
CDIA
177
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$70K | -9,500 | Closed |
|
|
PA
178
Procyon Advisors
Shelton,
Connecticut
| – | -$33K | -4,450 | Closed |
|
179
ClearBridge Investments
New York
| – | -$22K | -3,000 | Closed |
|
|
AF
180
Allworth Financial
Folsom,
California
| – | -$18K | -2,500 | Closed |
|
|
WFMPM
181
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| – | -$13K | -1,826 | Closed |
|
|
FANJ
182
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -800 | Closed |
|
|
PWP
183
Principle Wealth Partners
Madison,
Connecticut
| – | -$5K | -700 | Closed |
|
184
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -349 | Closed |
|
|
FWM
185
FSA Wealth Management
Needham,
Massachusetts
| – | -$2K | -337 | Closed |
|
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.