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BlackRock Enhanced Equity Dividend Trust
BDJ

178 hedge funds and large institutions have $349M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $294M → $349M (+$54.6M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

11% more funds holding

Funds holding: 161 → 178 (+17)

2.69% more ownership

Funds ownership: 16.14% → 18.83% (+2.7%)

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
48
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.92M
2
SDAM
Shulman DeMeo Asset Management
New York
+$1.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.51M
4
GC
Guggenheim Capital
Illinois
+$1.21M
5
Jane Street
Jane Street
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$4.34M
2
Bank of America
Bank of America
North Carolina
-$1.52M
3
APW
Aurora Private Wealth
New Jersey
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$604K
5
BIG
Boothe Investment Group
Delaware
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
51
ELCO Management
New York
$577K +$575K +57,200 New
5L
52
55I LLC
Massachusetts
$575K +$574K +57,040 New
IWM
53
IHT Wealth Management
Illinois
$564K -$10.1K -1,000 -2%
RBC
54
Roble Belko & Company
Pennsylvania
$544K – – –
Creative Planning
55
Creative Planning
Kansas
$527K +$20.8K +2,065 +4%
BAM
56
Belpointe Asset Management
Nevada
$518K +$21.5K +2,138 +4%
BRWA
57
B. Riley Wealth Advisors
Florida
$506K -$23.6K -2,342 -4%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$493K -$23.3K -2,321 -5%
LWA
59
Lenox Wealth Advisors
New York
$492K – – –
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$477K -$7.54K -750 -2%
CA
61
Corrado Advisors
New Jersey
$473K -$15.1K -1,500 -3%
PPW
62
Pinnacle Private Wealth
Massachusetts
$461K +$460K +45,752 New
PAG
63
Private Advisor Group
New Jersey
$439K -$220K -21,871 -33%
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$432K +$11.3K +1,123 +3%
DC
65
Davenport & Co
Virginia
$420K – – –
Brown Advisory
66
Brown Advisory
Maryland
$419K – – –
Deutsche Bank
67
Deutsche Bank
Germany
$382K +$5.62K +559 +1%
NA
68
NewEdge Advisors
Louisiana
$381K +$380K +37,808 New
Northern Trust
69
Northern Trust
Illinois
$367K +$11.1K +1,100 +3%
CPA
70
Capital Planning Advisors
California
$360K – – –
WP
71
WealthShield Partners
North Carolina
$350K +$349K +34,747 New
DADC
72
D.A. Davidson & Co
Montana
$348K +$25K +2,488 +8%
CFA
73
Cahill Financial Advisors
Minnesota
$323K -$2.13K -212 -0.7%
BCA
74
Bay Colony Advisors
Massachusetts
$321K -$2.56K -255 -0.8%
CI
75
Conning Inc
Connecticut
$316K +$4.65K +462 +1%
1 2
3
4 5

BDJ Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2021, worth a combined $349M — up 19% from $294M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BDJ positions and 15 closed out — a net gain of 22 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Invesco, adding an estimated $1.92M. The largest seller was Shaker Financial Services, cutting an estimated $4.34M.

  • 178 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $349M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2021, up 19% quarter-over-quarter.
  • 37 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2021 and 15 closed out, a net change of +22 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2021 was Invesco, an estimated $1.92M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2021 was Shaker Financial Services, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.