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BlackRock Enhanced Equity Dividend Trust
BDJ

174 hedge funds and large institutions have $295M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $266M → $295M (+$29M)

1% more funds holding

Funds holding: 172 → 174 (+2)

0.09% less ownership

Funds ownership: 16.74% → 16.65% (-0.09%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
Waterfront Wealth
Kansas
+$3.45M
2
SPIA
Steward Partners Investment Advisory
New York
+$2.52M
3
Wells Fargo
Wells Fargo
California
+$2.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$652K
5
PPA
Parametric Portfolio Associates
Washington
+$616K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.98M
2
LCM
Landscape Capital Management
New Jersey
-$2.46M
3
UBS Group
UBS Group
Switzerland
-$2.09M
4
AA
AQR Arbitrage
Connecticut
-$1.52M
5
BIG
Boothe Investment Group
Delaware
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
51
CSS LLC
Illinois
$600K -$110K -12,500 -16%
UCFA
52
United Capital Financial Advisors
Texas
$570K – – –
EM
53
ELCO Management
New York
$544K – – –
IWM
54
IHT Wealth Management
Illinois
$536K -$11.6K -1,312 -2%
RBC
55
Roble Belko & Company
Pennsylvania
$511K -$62.4K -7,069 -12%
BAM
56
Belpointe Asset Management
Nevada
$475K -$8.39K -950 -2%
CA
57
Corrado Advisors
New Jersey
$474K +$79.6K +9,015 +22%
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$470K +$35K +3,965 +9%
LWA
59
Lenox Wealth Advisors
New York
$462K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$458K +$113K +12,824 +36%
BKA
61
Brick & Kyle Associates
Pennsylvania
$444K +$237K +26,787 +134%
Truist Financial
62
Truist Financial
North Carolina
$443K +$84.5K +9,571 +26%
CPA
63
Capital Planning Advisors
California
$440K +$411K +46,500 New
Creative Planning
64
Creative Planning
Kansas
$419K -$7.06K -800 -2%
DC
65
Davenport & Co
Virginia
$394K – – –
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$388K +$3.85K +436 +1%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$380K -$16.5K -1,864 -4%
SWA
68
Stratos Wealth Advisors
Ohio
$380K +$6.16K +697 +2%
Northern Trust
69
Northern Trust
Illinois
$360K -$8.43K -955 -2%
Deutsche Bank
70
Deutsche Bank
Germany
$343K +$5.47K +619 +2%
DADC
71
D.A. Davidson & Co
Montana
$338K +$14.6K +1,656 +5%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$328K -$285K -32,275 -48%
BCA
73
Bay Colony Advisors
Massachusetts
$303K +$14K +1,589 +5%
CFA
74
Cahill Financial Advisors
Minnesota
$294K -$21K -2,378 -7%
Brown Advisory
75
Brown Advisory
Maryland
$287K – – –
1 2
3
4 5

BDJ Hedge Fund Activity: Q1 2021 in Review

174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2021, worth a combined $295M — up 11% from $266M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BDJ positions and 16 closed out — a net gain of 4 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Waterfront Wealth, opening a new position worth an estimated $3.45M. The largest seller was 1607 Capital Partners, cutting an estimated $3.98M.

  • 174 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $295M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2021, up 11% quarter-over-quarter.
  • 20 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2021 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2021 was Waterfront Wealth, an estimated $3.45M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2021 was 1607 Capital Partners, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2021.