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BlackRock Enhanced Equity Dividend Trust
BDJ

193 hedge funds and large institutions have $285M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 193 → 193 (0)

0.19% less ownership

Funds ownership: 18.55% → 18.37% (-0.19%)

2% less capital invested

Capital invested by funds: $291M → $285M (-$6.53M)

Holders
193
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
57
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$4.73M
2
WAM
Wolverine Asset Management
Illinois
+$1.19M
3
LCM
Landscape Capital Management
New Jersey
+$1.11M
4
Invesco
Invesco
Georgia
+$1.11M
5
LPL Financial
LPL Financial
California
+$638K

Top Sellers

Rank Fund Capital Flow
1
CW
Cook Wealth
North Carolina
-$5.79M
2
BIG
Boothe Investment Group
Delaware
-$2.8M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.61M
4
Morgan Stanley
Morgan Stanley
New York
-$1.49M
5
HI
Hoey Investments
Pennsylvania
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$1.67M – – –
DJYG
27
David J. Yvars Group
Florida
$1.64M -$6.69K -805 -0.4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.58M +$66.1K +7,955 +4%
RJT
29
Raymond James Trust
Florida
$1.45M +$389K +46,831 +37%
WAM
30
WNY Asset Management
New York
$1.45M -$27.1K -3,265 -2%
GA
31
GraniteShares Advisors
New York
$1.37M -$14.5K -1,745 -1%
CWM
32
Centurion Wealth Management
Virginia
$1.26M +$34.8K +4,186 +3%
SWM
33
Spire Wealth Management
Virginia
$1.26M +$34.8K +4,186 +3%
SDAM
34
Shulman DeMeo Asset Management
New York
$1.22M -$4.21K -507 -0.3%
WAM
35
Wolverine Asset Management
Illinois
$1.19M +$1.19M +143,041 New
LCM
36
Landscape Capital Management
New Jersey
$1.12M +$1.11M +134,013 New
9WM
37
9258 Wealth Management
Ohio
$1.03M -$39.4K -4,736 -4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$994K -$38K -4,569 -4%
IA
39
IFP Advisors
Florida
$982K -$25.9K -3,120 -3%
WA
40
WealthTrust Axiom
Pennsylvania
$925K – – –
SI
41
Saxon Interests
Texas
$792K +$9.61K +1,156 +1%
KF
42
Krilogy Financial
Missouri
$741K +$9.64K +1,160 +1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$679K -$156K -18,778 -19%
KAS
44
Kestra Advisory Services
Texas
$677K +$137K +16,492 +26%
HWM
45
HB Wealth Management
Georgia
$673K +$13.3K +1,595 +2%
PAG
46
Private Advisor Group
New Jersey
$654K +$9.07K +1,092 +1%
SS
47
Sunbelt Securities
Texas
$639K – – –
ASN
48
Advisory Services Network
Georgia
$637K -$9.17K -1,103 -1%
Walleye Capital
49
Walleye Capital
New York
$621K +$619K +74,491 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$593K -$13.9K -1,668 -2%
1
2
3 4 5

BDJ Hedge Fund Activity: Q2 2023 in Review

193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2023, worth a combined $285M — down 2.2% from $291M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BDJ positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.73M. The largest seller was Cook Wealth, cutting an estimated $5.79M.

  • 193 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $285M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 17 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2023 and 15 closed out, a net change of +2 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2023 was Shaker Financial Services, an estimated $4.73M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2023 was Cook Wealth, an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2023.