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BlackRock Enhanced Equity Dividend Trust
BDJ

174 hedge funds and large institutions have $295M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $266M → $295M (+$29M)

1% more funds holding

Funds holding: 172 → 174 (+2)

0.09% less ownership

Funds ownership: 16.74% → 16.65% (-0.09%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
Waterfront Wealth
Kansas
+$3.45M
2
SPIA
Steward Partners Investment Advisory
New York
+$2.52M
3
Wells Fargo
Wells Fargo
California
+$2.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$652K
5
PPA
Parametric Portfolio Associates
Washington
+$616K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.98M
2
LCM
Landscape Capital Management
New Jersey
-$2.46M
3
UBS Group
UBS Group
Switzerland
-$2.09M
4
AA
AQR Arbitrage
Connecticut
-$1.52M
5
BIG
Boothe Investment Group
Delaware
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
26
David J. Yvars Group
Florida
$2.05M +$547K +61,970 +40%
SI
27
Stephens Inc
Arkansas
$1.66M -$184K -20,835 -11%
RJT
28
Raymond James Trust
Florida
$1.59M -$113K -12,807 -7%
SDAM
29
Shulman DeMeo Asset Management
New York
$1.53M -$63.1K -7,149 -4%
CAN
30
Cetera Advisor Networks
California
$1.43M +$172K +19,495 +15%
9WM
31
9258 Wealth Management
Ohio
$1.39M -$185K -20,991 -13%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.33M +$476K +53,882 +62%
CA
33
Claro Advisors
Massachusetts
$1.26M +$88.2K +9,988 +8%
SFS
34
Shaker Financial Services
Virginia
$1.22M -$450K -50,990 -28%
APW
35
Aurora Private Wealth
New Jersey
$1.18M -$91.7K -10,388 -8%
WMA
36
Wealth Management Associates
New Jersey
$1.17M -$334K -37,825 -23%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.13M +$26.3K +2,980 +3%
PAS
38
Park Avenue Securities
New York
$1.08M -$62.2K -7,043 -6%
KAS
39
Kestra Advisory Services
Texas
$1.06M -$212K -23,998 -18%
WA
40
WealthTrust Axiom
Pennsylvania
$1.02M -$20.1K -2,278 -2%
PAG
41
Private Advisor Group
New Jersey
$920K -$232K -26,255 -21%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$915K +$50.4K +5,711 +6%
Citigroup
43
Citigroup
New York
$907K -$492K -55,749 -37%
SWP
44
Stratos Wealth Partners
Ohio
$905K -$12.6K -1,424 -1%
COLIM
45
City of London Investment Management
United Kingdom
$901K – – –
HI
46
Hoey Investments
Pennsylvania
$897K +$55.6K +6,300 +7%
RVPG
47
Relative Value Partners Group
$728K +$312K +35,311 +85%
ASN
48
Advisory Services Network
Georgia
$727K +$1.09K +123 +0.2%
BWA
49
BDO Wealth Advisors
Florida
$676K +$609K +68,998 +2,760%
HB
50
Homrich & Berg
Georgia
$672K +$9.91K +1,122 +2%
1
2
3 4 5

BDJ Hedge Fund Activity: Q1 2021 in Review

174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2021, worth a combined $295M — up 11% from $266M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BDJ positions and 16 closed out — a net gain of 4 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Waterfront Wealth, opening a new position worth an estimated $3.45M. The largest seller was 1607 Capital Partners, cutting an estimated $3.98M.

  • 174 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $295M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2021, up 11% quarter-over-quarter.
  • 20 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2021 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2021 was Waterfront Wealth, an estimated $3.45M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2021 was 1607 Capital Partners, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2021.