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BlackRock Enhanced Equity Dividend Trust
BDJ

193 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

4% more funds holding

Funds holding: 186 → 193 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.26% less ownership

Funds ownership: 18.81% → 18.55% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

7% less capital invested

Capital invested by funds: $314M → $291M (-$23M)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
53
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.63M
2
GA
GraniteShares Advisors
New York
+$1.48M
3
HI
Hoey Investments
Pennsylvania
+$1.46M
4
SWM
Spire Wealth Management
Virginia
+$1.06M
5
LPL Financial
LPL Financial
California
+$994K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$3.72M
2
Invesco
Invesco
Georgia
-$2.84M
3
IA
IFP Advisors
Florida
-$1.46M
4
AAM
Advisors Asset Management
Colorado
-$1.1M
5
UBS Group
UBS Group
Switzerland
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
26
David J. Yvars Group
Florida
$1.7M -$83.8K -9,404 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.56M +$249K +27,946 +18%
WAM
28
WNY Asset Management
New York
$1.52M -$206K -23,085 -12%
GA
29
GraniteShares Advisors
New York
$1.42M +$1.48M +165,758 New
SDAM
30
Shulman DeMeo Asset Management
New York
$1.26M -$8.51K -955 -0.6%
SWM
31
Spire Wealth Management
Virginia
$1.26M +$1.06M +118,796 +431%
CWM
32
Centurion Wealth Management
Virginia
$1.26M -$4.41K -495 -0.3%
IA
33
IFP Advisors
Florida
$1.11M -$1.46M -163,799 -58%
9WM
34
9258 Wealth Management
Ohio
$1.1M -$13.7K -1,541 -1%
RJT
35
Raymond James Trust
Florida
$1.09M +$22.4K +2,514 +2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.06M -$52.3K -5,871 -5%
WA
37
WealthTrust Axiom
Pennsylvania
$953K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$860K +$248K +27,875 +39%
SI
39
Saxon Interests
Texas
$806K -$228K -25,588 -21%
KF
40
Krilogy Financial
Missouri
$754K -$5.87K -659 -0.7%
SFS
41
Shaker Financial Services
Virginia
$749K +$778K +87,249 New
HWM
42
HB Wealth Management
Georgia
$680K +$30K +3,361 +4%
ASN
43
Advisory Services Network
Georgia
$666K -$820 -92 -0.1%
PAG
44
Private Advisor Group
New Jersey
$664K -$19.2K -2,149 -3%
SS
45
Sunbelt Securities
Texas
$656K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$625K -$14.9K -1,673 -2%
KAS
47
Kestra Advisory Services
Texas
$555K +$30.7K +3,443 +6%
PVM
48
Palogic Value Management
Texas
$511K – – –
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$501K -$8.78K -985 -2%
FAIM
50
Financial Advocates Investment Management
Washington
$485K +$170K +19,097 +51%
1
2
3 4 5

BDJ Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2023, worth a combined $291M — down 7.3% from $314M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BDJ positions and 15 closed out — a net gain of 12 holders — while 53 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.63M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.72M.

  • 193 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2023, up from 186 in Q4 2022.
  • Funds reported $291M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2023 and 15 closed out, a net change of +12 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.63M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2023 was Integrated Wealth Concepts, an estimated $3.72M sold.

Based on aggregated 13F filings for Q1 2023.