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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
SWM
76
SeaCrest Wealth Management
New York
$287K +$2.04K +231 +0.8%
Walleye Trading
77
Walleye Trading
New York
$285K +$98.7K +11,177 +59%
CI
78
Conning Inc
Connecticut
$283K +$4.52K +512 +2%
KeyBank National Association
79
KeyBank National Association
Ohio
$279K – – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$277K -$172K -19,475 -40%
SRC
81
Shufro Rose & Co
New York
$277K – – –
OIM
82
Oder Investment Management
California
$273K – – –
XF
83
XML Financial
Maryland
$266K +$44 +5 +0%
SFS
84
Sowell Financial Services
Arkansas
$263K +$56.6K +6,409 +33%
SPC
85
Sigma Planning Corp
Michigan
$253K +$1.32K +150 +0.6%
MC
86
Moors & Cabot
Massachusetts
$244K +$228K +25,829 New
AWM
87
AE Wealth Management
Kansas
$242K +$35.4K +4,014 +19%
VVP
88
Venture Visionary Partners
Ohio
$235K +$309 +35 +0.1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$229K -$12.1K -1,371 -5%
WI
90
Wintrust Investments
Illinois
$225K -$9.84K -1,114 -4%
1WA
91
180 Wealth Advisors
Washington
$209K +$22.4K +2,536 +14%
AA
92
AQR Arbitrage
Connecticut
$207K -$1.52M -172,393 -89%
MAFM
93
Mid Atlantic Financial Management
Pennsylvania
$206K -$238K -26,917 -55%
IFWM
94
Institute for Wealth Management
Colorado
$206K – – –
GCP
95
Gill Capital Partners
Colorado
$204K -$21.4K -2,428 -10%
CAN
96
Claraphi Advisory Network
United States
$203K -$68.1K -7,712 -26%
WA
97
Waverly Advisors
Alabama
$201K – – –
WBG
98
Wharton Business Group
Pennsylvania
$199K -$862K -97,601 -82%
PCM
99
Pointe Capital Management
Michigan
$193K – – –
CA
100
Cetera Advisors
Colorado
$192K +$10.2K +1,157 +6%
2 3
4
5 6

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.