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BlackRock Enhanced Equity Dividend Trust
BDJ

186 hedge funds and large institutions have $310M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

2% more funds holding

Funds holding: 182 → 186 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.43% less ownership

Funds ownership: 19.11% → 18.68% (-0.43%)

11% less capital invested

Capital invested by funds: $350M → $310M (-$39.6M)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$4.19M
3
UBS Group
UBS Group
Switzerland
+$2.34M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.08M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$474K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$5.57M
2
Stifel Financial
Stifel Financial
Missouri
-$5.1M
3
Invesco
Invesco
Georgia
-$4.21M
4
SWM
Spire Wealth Management
Virginia
-$1.36M
5
CW
Cook Wealth
North Carolina
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Hoey Investments
Pennsylvania
$1.82M +$55.2K +5,900 +3%
DJYG
27
David J. Yvars Group
Florida
$1.81M +$36.9K +3,944 +2%
CAN
28
Cetera Advisor Networks
California
$1.67M +$80.2K +8,571 +5%
WAM
29
WNY Asset Management
New York
$1.56M +$460K +49,150 +38%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.33M -$13.1K -1,402 -0.9%
SWM
31
Spire Wealth Management
Virginia
$1.32M -$1.36M -144,965 -49%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.28M +$474K +50,633 +56%
9WM
33
9258 Wealth Management
Ohio
$1.27M -$58.9K -6,296 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.26M -$73.3K -7,831 -5%
SI
35
Saxon Interests
Texas
$1.03M -$9.5K -1,015 -0.9%
RJT
36
Raymond James Trust
Florida
$1.01M +$98.9K +10,572 +10%
WA
37
WealthTrust Axiom
Pennsylvania
$996K – – –
SWP
38
Stratos Wealth Partners
Ohio
$955K +$53.1K +5,677 +6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$910K -$26.5K -2,829 -3%
SS
40
Sunbelt Securities
Texas
$677K – – –
HWM
41
HB Wealth Management
Georgia
$642K +$19K +2,031 +3%
ASN
42
Advisory Services Network
Georgia
$635K +$3.44K +368 +0.5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$608K +$21.6K +2,306 +3%
KAS
44
Kestra Advisory Services
Texas
$594K -$112K -11,987 -15%
BWA
45
BDO Wealth Advisors
Florida
$587K – – –
EM
46
ELCO Management
New York
$499K -$6.55K -700 -1%
IWM
47
IHT Wealth Management
Illinois
$494K – – –
BRWA
48
B. Riley Wealth Advisors
Florida
$490K -$8.22K -878 -2%
Truist Financial
49
Truist Financial
North Carolina
$487K -$382K -40,782 -43%
RBC
50
Roble Belko & Company
Pennsylvania
$477K – – –
1
2
3 4 5

BDJ Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2022, worth a combined $310M — down 11% from $350M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDJ positions and 17 closed out — a net gain of 6 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $5.57M sold.

  • 186 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2022, up from 182 in Q1 2022.
  • Funds reported $310M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 23 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2022 and 17 closed out, a net change of +6 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2022 was Morgan Stanley, an estimated $11M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2022 was Shaker Financial Services, an estimated $5.57M sold.

Based on aggregated 13F filings for Q2 2022.