BlackRock Enhanced Equity Dividend Trust
159 hedge funds and large institutions have $305M invested in BlackRock Enhanced Equity Dividend Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 40
0.66% more ownership
Funds ownership: 17.87% → 18.53% (+0.66%)
0% more funds holding
Funds holding: 159 → 159 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less capital invested
Capital invested by funds: $310M → $305M (-$5.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.62M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.43M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.43M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.28M |
| 5 |
Morgan Stanley
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.83M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.2M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$683K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$581K |
BDJ Hedge Fund Activity: Q1 2018 in Review
159 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2018, worth a combined $305M — down 1.6% from $310M a quarter earlier.
Fund positioning in BDJ was balanced in Q1 2018: 16 funds opened new positions, 16 closed out, 57 added to existing stakes and 40 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $3.62M. The largest seller was 1832 Asset Management, cutting an estimated $1.83M.
- 159 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $305M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2018, down 1.6% quarter-over-quarter.
- 16 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2018 and 16 closed out, a net change of 0 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2018 was Parametric Portfolio Associates, an estimated $3.62M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2018 was 1832 Asset Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2018.