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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
FAIM
51
Financial Advocates Investment Management
Washington
$524K +$52.4K +6,300 +11%
PVM
52
Palogic Value Management
Texas
$496K – – –
HWAM
53
Hennion & Walsh Asset Management
New Jersey
$478K -$7.82K -941 -2%
IWM
54
IHT Wealth Management
Illinois
$473K +$45.8K +5,506 +11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$456K +$454K +54,646 New
RFC
56
Regions Financial Corp
Alabama
$445K – – –
NAS
57
NWF Advisory Services
California
$435K – – –
BKA
58
Brick & Kyle Associates
Pennsylvania
$416K -$1.6K -193 -0.4%
WANY
59
Wealthspire Advisors (New York)
New York
$407K – – –
EM
60
ELCO Management
New York
$406K – – –
Deutsche Bank
61
Deutsche Bank
Germany
$379K +$7.5K +902 +2%
Creative Planning
62
Creative Planning
Kansas
$375K -$10.6K -1,278 -3%
CA
63
Corrado Advisors
New Jersey
$375K – – –
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$370K +$4.95K +595 +1%
DWP
65
Daymark Wealth Partners
Ohio
$358K – – –
BCA
66
Bay Colony Advisors
Massachusetts
$343K -$20.9K -2,510 -6%
DADC
67
D.A. Davidson & Co
Montana
$340K +$33 +4 +0%
BWA
68
BDO Wealth Advisors
Florida
$332K -$18.2K -2,191 -5%
DC
69
Davenport & Co
Virginia
$330K – – –
NA
70
NewEdge Advisors
Louisiana
$328K +$58.9K +7,085 +22%
CI
71
Conning Inc
Connecticut
$313K +$6.2K +746 +2%
IWC
72
Integrated Wealth Concepts
Massachusetts
$301K +$482 +58 +0.2%
VVP
73
Venture Visionary Partners
Ohio
$299K – – –
LFAS
74
Level Four Advisory Services
Texas
$284K -$33.2K -4,000 -10%
BRWA
75
B. Riley Wealth Advisors
Florida
$268K -$11.8K -1,421 -4%
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.