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BlackRock Enhanced Equity Dividend Trust
BDJ

182 hedge funds and large institutions have $350M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

2% more funds holding

Funds holding: 178 → 182 (+4)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0.28% more ownership

Funds ownership: 18.83% → 19.11% (+0.28%)

0% more capital invested

Capital invested by funds: $349M → $350M (+$774K)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
52
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$5.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.63M
3
IA
IFP Advisors
Florida
+$2.8M
4
Morgan Stanley
Morgan Stanley
New York
+$2.67M
5
CW
Cook Wealth
North Carolina
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$6.59M
2
CP
Castleview Partners
Texas
-$2.89M
3
Invesco
Invesco
Georgia
-$1.55M
4
Jane Street
Jane Street
New York
-$1.03M
5
PPA
Parametric Portfolio Associates
Washington
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
76
Bay Colony Advisors
Massachusetts
$307K -$8.54K -874 -3%
CG
77
CFO4Life Group
Texas
$300K +$4.67K +478 +2%
TSWM
78
Tyler-Stone Wealth Management
Ohio
$290K +$9.13K +935 +3%
OIM
79
Oder Investment Management
California
$286K – – –
KeyBank National Association
80
KeyBank National Association
Ohio
$273K – – –
SPC
81
Sigma Planning Corp
Michigan
$272K +$1.53K +157 +0.6%
AAS
82
Ameritas Advisory Services
Nebraska
$271K +$10K +1,025 +4%
SRC
83
Shufro Rose & Co
New York
$270K – – –
SWM
84
SeaCrest Wealth Management
New York
$269K -$2.98K -305 -1%
OHWP
85
Oak Harbor Wealth Partners
North Carolina
$252K – – –
VVP
86
Venture Visionary Partners
Ohio
$251K +$5.69K +583 +2%
AWM
87
AE Wealth Management
Kansas
$251K +$14.3K +1,466 +6%
AWM
88
Axxcess Wealth Management
California
$243K -$1.68K -172 -0.7%
MC
89
Moors & Cabot
Massachusetts
$240K +$88 +9 +0%
KWM
90
Kaydan Wealth Management
Michigan
$235K – – –
WFS
91
Widmann Financial Services
Maryland
$227K – – –
WI
92
Wintrust Investments
Illinois
$226K -$850 -87 -0.4%
APW
93
Aurora Private Wealth
New Jersey
$221K -$32K -3,274 -13%
GAG
94
GM Advisory Group
New York
$218K +$48.8K +5,000 +29%
IFWM
95
Institute for Wealth Management
Colorado
$215K – – –
GCP
96
Gill Capital Partners
Colorado
$214K – – –
UCFA
97
United Capital Financial Advisors
Texas
$213K -$7.68K -786 -4%
CA
98
Claro Advisors
Massachusetts
$210K – – –
PAG
99
Private Advisor Group
New Jersey
$206K -$222K -22,713 -52%
WS
100
Wedbush Securities
California
$204K +$5.86K +600 +3%
2 3
4
5 6

BDJ Hedge Fund Activity: Q1 2022 in Review

182 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2022, worth a combined $350M — up 0.22% from $349M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BDJ positions and 12 closed out — a net gain of 7 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $5.2M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $6.59M sold.

  • 182 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $350M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2022, up 0.22% quarter-over-quarter.
  • 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2022 and 12 closed out, a net change of +7 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2022 was Shaker Financial Services, an estimated $5.2M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2022 was Penserra Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q1 2022.