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BlackRock Enhanced Equity Dividend Trust
BDJ

182 hedge funds and large institutions have $350M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

2% more funds holding

Funds holding: 178 → 182 (+4)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0.28% more ownership

Funds ownership: 18.83% → 19.11% (+0.28%)

0% more capital invested

Capital invested by funds: $349M → $350M (+$774K)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
52
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$5.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.63M
3
IA
IFP Advisors
Florida
+$2.8M
4
Morgan Stanley
Morgan Stanley
New York
+$2.67M
5
CW
Cook Wealth
North Carolina
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$6.59M
2
CP
Castleview Partners
Texas
-$2.89M
3
Invesco
Invesco
Georgia
-$1.55M
4
Jane Street
Jane Street
New York
-$1.03M
5
PPA
Parametric Portfolio Associates
Washington
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$2.63M +$2.8M +286,606 New
SI
27
Stephens Inc
Arkansas
$2.11M -$291K -29,761 -12%
HI
28
Hoey Investments
Pennsylvania
$1.98M -$36.7K -3,760 -2%
DJYG
29
David J. Yvars Group
Florida
$1.96M -$167K -17,071 -8%
CAN
30
Cetera Advisor Networks
California
$1.79M -$346K -35,454 -16%
SDAM
31
Shulman DeMeo Asset Management
New York
$1.51M -$77.7K -7,960 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.49M -$110K -11,235 -7%
9WM
33
9258 Wealth Management
Ohio
$1.49M +$12.9K +1,318 +0.9%
WAM
34
WNY Asset Management
New York
$1.27M +$236K +24,200 +23%
SI
35
Saxon Interests
Texas
$1.16M +$185K +18,932 +19%
WA
36
WealthTrust Axiom
Pennsylvania
$1.12M – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.05M -$37.6K -3,848 -4%
RJT
38
Raymond James Trust
Florida
$1.03M -$242K -24,747 -19%
SWP
39
Stratos Wealth Partners
Ohio
$1.01M +$89.3K +9,147 +10%
Truist Financial
40
Truist Financial
North Carolina
$950K -$17.6K -1,806 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$900K -$78.4K -8,024 -8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$816K -$700K -71,656 -48%
CSIA
43
Carl Stuart Investment Advisor
Texas
$816K +$80.5K +8,245 New
KAS
44
Kestra Advisory Services
Texas
$785K -$183K -18,727 -19%
SS
45
Sunbelt Securities
Texas
$763K +$73.9K +7,562 +11%
COLIM
46
City of London Investment Management
United Kingdom
$741K – – –
ASN
47
Advisory Services Network
Georgia
$708K -$9.41K -963 -1%
HWM
48
HB Wealth Management
Georgia
$700K +$31.1K +3,180 +5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$659K +$365K +37,338 +128%
BWA
50
BDO Wealth Advisors
Florida
$658K – – –
1
2
3 4 5

BDJ Hedge Fund Activity: Q1 2022 in Review

182 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2022, worth a combined $350M — up 0.22% from $349M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BDJ positions and 12 closed out — a net gain of 7 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $5.2M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $6.59M sold.

  • 182 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $350M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2022, up 0.22% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2022 and 12 closed out, a net change of +7 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2022 was Shaker Financial Services, an estimated $5.2M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2022 was Penserra Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2022.