BlackRock Enhanced Equity Dividend Trust
BDJ
185 hedge funds and large institutions have $277M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 21 closing their positions.
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
0.49% less ownership
Funds ownership: 18.68% → 18.19% (-0.49%)
1% less funds holding
Funds holding: 186 → 185 (-1)
11% less capital invested
Capital invested by funds: $310M → $277M (-$32.8M)
11% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 56
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.29M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$4.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.11M |
| 3 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$2.45M |
| 4 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$2.14M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.61M |
BDJ Hedge Fund Activity: Q3 2022 in Review
185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2022, worth a combined $277M — down 11% from $310M a quarter earlier.
Fund positioning in BDJ was balanced in Q3 2022: 21 funds opened new positions, 21 closed out, 50 added to existing stakes and 56 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.85M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $4.76M sold.
- 185 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2022, down from 186 in Q2 2022.
- Funds reported $277M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2022, down 11% quarter-over-quarter.
- 21 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2022 and 21 closed out, a net change of 0 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $2.85M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2022 was Capital Investment Advisors, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2022.