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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
HCM
176
Hollencrest Capital Management
California
– -$375K -51,271 Closed
AAS
177
Avantax Advisory Services
Texas
– -$209K -28,541 Closed
Citadel Advisors
178
Citadel Advisors
Florida
– -$168K -22,925 Closed
Fisher Asset Management
179
Fisher Asset Management
Washington
– -$107K -14,661 Closed
HF
180
HRT Financial
New York
– -$103K -14,111 Closed
BBA
181
BLB&B Advisors
Pennsylvania
– -$101K -13,856 Closed
QCIG
182
Quad-Cities Investment Group
Iowa
– -$96K -13,090 Closed
Goldman Sachs
183
Goldman Sachs
New York
– -$95K -12,996 Closed
FAIM
184
Financial Advocates Investment Management
Washington
– -$84K -11,503 Closed
OAM
185
Occidental Asset Management
California
– -$73K -10,032 Closed
MA
186
MUFG Americas
New York
– -$43K -5,825 Closed
FFA
187
Founders Financial Alliance
North Carolina
– -$40K -5,369 Closed
IWP
188
IAG Wealth Partners
Wisconsin
– -$26K -3,501 Closed
FHA
189
Flagship Harbor Advisors
Massachusetts
– -$22K -3,027 Closed
Barclays
190
Barclays
United Kingdom
– -$23K -2,738 Closed
CHAM
191
Clear Harbor Asset Management
Connecticut
– -$18.7K -2,556 Closed
BFEC
192
Benjamin F. Edwards & Company
Missouri
– -$15K -2,109 Closed
BCA
193
Berman Capital Advisors
Georgia
– -$14K -2,013 Closed
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
– -$13K -1,720 Closed
1IA
195
1834 Investment Advisors
Wisconsin
– -$7K -899 Closed
CWAF
196
Core Wealth Advisors (Florida)
Florida
– -$2K -221 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.