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BlackRock Enhanced Equity Dividend Trust
BDJ

95 hedge funds and large institutions have $229M invested in BlackRock Enhanced Equity Dividend Trust in 2013 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

17.37% more ownership

Funds ownership: 0% → 17.37% (+17%)

Holders
95
Holders Change
+95
Holders Change %
–
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.1M +$27.5M +3,558,368 New
RVP
2
Relative Value Partners
Illinois
$22.1M +$22.4M +2,899,537 New
Invesco
3
Invesco
Georgia
$19.7M +$20M +2,583,426 New
GC
4
Guggenheim Capital
Illinois
$18.3M +$18.7M +2,410,339 New
AAM
5
Advisors Asset Management
Colorado
$14.6M +$14.8M +1,915,665 New
ZCA
6
Zeke Capital Advisors
Pennsylvania
$13.3M +$13.5M +1,749,108 New
RJA
7
Raymond James & Associates
Florida
$13M +$13.2M +1,706,335 New
Wells Fargo
8
Wells Fargo
California
$11.3M +$11.5M +1,481,769 New
RCYC
9
Richard C. Young & Co
Rhode Island
$9.1M +$9.25M +1,195,261 New
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$8.79M +$8.94M +1,155,000 New
Bank of America
11
Bank of America
North Carolina
$6.52M +$6.63M +857,378 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$6.47M +$6.58M +850,187 New
PPA
13
Parametric Portfolio Associates
Washington
$6.37M +$6.48M +837,208 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.13M +$6.23M +805,545 New
U
15
UBS
Switzerland
$5.62M +$5.71M +737,826 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.65M +$4.73M +610,850 New
LPL Financial
17
LPL Financial
California
$4.36M +$4.43M +572,706 New
RCM
18
Rivernorth Capital Management
Florida
$3.31M +$3.37M +435,105 New
CA
19
Cornerstone Advisors
North Carolina
$3.27M +$3.32M +429,635 New
1CP
20
1607 Capital Partners
Virginia
$2.53M +$2.57M +331,962 New
CI
21
Conning Inc
Connecticut
$1.83M +$1.86M +240,239 New
SFS
22
Shaker Financial Services
Virginia
$1.74M +$1.77M +228,390 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.56M +$1.58M +204,493 New
WA
24
WealthTrust Axiom
Pennsylvania
$1.24M +$1.26M +162,785 New
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$1.11M +$1.13M +145,403 New
1
2 3 4

BDJ Hedge Fund Activity: Q2 2013 in Review

95 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2013, worth a combined $229M.

Buyers outnumbered sellers: 95 funds opened new BDJ positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

  • 95 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $229M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2013.
  • 95 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2013 and 0 closed out, a net change of +95 holders.

Based on aggregated 13F filings for Q2 2013.