BlackRock Enhanced Equity Dividend Trust
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.
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
11% more capital invested
Capital invested by funds: $239M → $266M (+$27.3M)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.59M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.55M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
+$705K |
| 4 |
Neuberger Berman Group
New York
|
+$525K |
| 5 |
Citigroup
New York
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.71M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.61M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.08M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.92M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.91M |
BDJ Hedge Fund Activity: Q4 2020 in Review
172 of the 5,676 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.