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BlackRock Enhanced Equity Dividend Trust
BDJ

178 hedge funds and large institutions have $349M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $294M → $349M (+$54.6M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

11% more funds holding

Funds holding: 161 → 178 (+17)

2.69% more ownership

Funds ownership: 16.14% → 18.83% (+2.7%)

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
48
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.92M
2
SDAM
Shulman DeMeo Asset Management
New York
+$1.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.51M
4
GC
Guggenheim Capital
Illinois
+$1.21M
5
Jane Street
Jane Street
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$4.34M
2
Bank of America
Bank of America
North Carolina
-$1.52M
3
APW
Aurora Private Wealth
New Jersey
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$604K
5
BIG
Boothe Investment Group
Delaware
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$2.45M -$14.9K -1,485 -0.6%
CAN
27
Cetera Advisor Networks
California
$2.18M +$60.3K +5,992 +3%
DJYG
28
David J. Yvars Group
Florida
$2.17M -$75.4K -7,493 -3%
HI
29
Hoey Investments
Pennsylvania
$2.05M +$412K +41,015 +25%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.63M +$90.4K +8,994 +6%
SDAM
31
Shulman DeMeo Asset Management
New York
$1.61M +$1.61M +160,129 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.54M +$1.51M +150,195 New
9WM
33
9258 Wealth Management
Ohio
$1.5M +$37.5K +3,731 +3%
RJT
34
Raymond James Trust
Florida
$1.3M -$296K -29,450 -19%
WA
35
WealthTrust Axiom
Pennsylvania
$1.14M -$16.7K -1,661 -1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.11M +$59.3K +5,896 +6%
WAM
37
WNY Asset Management
New York
$1.04M +$771K +76,650 +282%
Jane Street
38
Jane Street
New York
$1.03M +$1.03M +102,658 New
SI
39
Saxon Interests
Texas
$1.01M +$988K +98,293 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$997K +$17.2K +1,712 +2%
KAS
41
Kestra Advisory Services
Texas
$988K -$18.6K -1,854 -2%
Truist Financial
42
Truist Financial
North Carolina
$985K +$8.55K +850 +0.9%
BKA
43
Brick & Kyle Associates
Pennsylvania
$956K +$470K +46,746 +97%
SWP
44
Stratos Wealth Partners
Ohio
$941K -$12.6K -1,250 -1%
COLIM
45
City of London Investment Management
United Kingdom
$757K – – –
ASN
46
Advisory Services Network
Georgia
$731K +$2.86K +284 +0.4%
SS
47
Sunbelt Securities
Texas
$691K +$695K +69,116 New
HWM
48
HB Wealth Management
Georgia
$680K +$679K +67,490 New
BWA
49
BDO Wealth Advisors
Florida
$670K – – –
WMA
50
Wealth Management Associates
New Jersey
$624K -$171K -17,041 -22%
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2021, worth a combined $349M — up 19% from $294M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BDJ positions and 15 closed out — a net gain of 22 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Invesco, adding an estimated $1.92M. The largest seller was Shaker Financial Services, cutting an estimated $4.34M.

  • 178 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $349M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2021, up 19% quarter-over-quarter.
  • 37 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2021 and 15 closed out, a net change of +22 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2021 was Invesco, an estimated $1.92M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2021 was Shaker Financial Services, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.