We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

213 hedge funds and large institutions have $305M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $268M → $305M (+$36.5M)

8% more funds holding

Funds holding: 197 → 213 (+16)

2.24% more ownership

Funds ownership: 19.07% → 21.31% (+2.2%)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
56
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.5M
2
Wells Fargo
Wells Fargo
California
+$5.11M
3
CA
Cornerstone Advisors
North Carolina
+$4.94M
4
AA
AQR Arbitrage
Connecticut
+$4.17M
5
LCM
Landscape Capital Management
New Jersey
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
CW
Cook Wealth
North Carolina
-$4.56M
2
SFS
Shaker Financial Services
Virginia
-$2.96M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.52M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.44M
5
GA
GraniteShares Advisors
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.96M -$42.4K -5,631 -2%
WW
27
Waterfront Wealth
Kansas
$1.89M +$16.6K +2,210 +0.9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.71M -$802K -106,498 -32%
CAN
29
Cetera Advisor Networks
California
$1.42M -$445K -59,107 -24%
MOS
30
MGO One Seven
Ohio
$1.38M +$1.25M +166,558 +1,340%
WAM
31
WNY Asset Management
New York
$1.34M – – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$400K -53,094 -23%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.25M -$245K -32,469 -17%
SWM
34
Spire Wealth Management
Virginia
$1.24M +$77.1K +10,232 +7%
CWM
35
Centurion Wealth Management
Virginia
$1.15M -$5.19K -689 -0.5%
SDAM
36
Shulman DeMeo Asset Management
New York
$1.12M -$444 -59 -0%
CA
37
Claro Advisors
Massachusetts
$1.1M +$963K +127,894 +815%
RJT
38
Raymond James Trust
Florida
$1M +$17.3K +2,296 +2%
AWS
39
Atria Wealth Solutions
New York
$1M -$799K -106,076 -45%
9WM
40
9258 Wealth Management
Ohio
$913K -$22.4K -2,975 -2%
DJYG
41
David J. Yvars Group
Florida
$875K -$625K -82,907 -42%
IWM
42
IHT Wealth Management
Illinois
$874K +$5.27K +700 +0.6%
WA
43
WealthTrust Axiom
Pennsylvania
$843K -$9.63K -1,278 -1%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$842K -$34.1K -4,528 -4%
NS
45
NBC Securities
Alabama
$762K +$76.5K +10,149 +11%
SI
46
Saxon Interests
Texas
$682K +$668K +88,646 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$667K +$225K +29,819 +52%
IA
48
IFP Advisors
Florida
$665K -$218K -28,937 -25%
KF
49
Krilogy Financial
Missouri
$659K -$22.6K -3,000 -3%
FAIM
50
Financial Advocates Investment Management
Washington
$652K +$93.9K +12,471 +17%
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2023 in Review

213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2023, worth a combined $305M — up 14% from $268M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BDJ positions and 17 closed out — a net gain of 17 holders — while 56 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Cook Wealth, cutting an estimated $4.56M.

  • 213 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2023, up from 197 in Q3 2023.
  • Funds reported $305M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2023, up 14% quarter-over-quarter.
  • 34 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2023 and 17 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $23.5M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2023 was Cook Wealth, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2023.