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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
TSWM
76
Tyler-Stone Wealth Management
Ohio
$265K +$264K +31,805 New
WI
77
Wintrust Investments
Illinois
$264K +$83.4K +10,035 +46%
BCM
78
Bluefin Capital Management
New York
$261K +$260K +31,323 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$253K – – –
WMA
80
Wealth Management Associates
New Jersey
$252K -$44.8K -5,385 -15%
EC
81
Elequin Capital
New York
$244K +$243K +29,204 New
CIAS
82
Capital Investment Advisory Services
North Carolina
$239K -$7.13K -858 -3%
KeyBank National Association
83
KeyBank National Association
Ohio
$239K – – –
SBIA
84
Sheaff Brock Investment Advisors
Indiana
$237K -$46.7K -5,622 -16%
OIM
85
Oder Investment Management
California
$233K +$972 +117 +0.4%
SWM
86
SeaCrest Wealth Management
New York
$233K +$2.35K +283 +1%
SRC
87
Shufro Rose & Co
New York
$224K – – –
CG
88
CFO4Life Group
Texas
$223K +$3.45K +415 +2%
PCA
89
Pallas Capital Advisors
Massachusetts
$223K – – –
NFG
90
Nations Financial Group
Iowa
$215K +$1.44K +173 +0.7%
OHWP
91
Oak Harbor Wealth Partners
North Carolina
$212K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$204K -$10K -1,206 -5%
AAS
93
Ameritas Advisory Services
Nebraska
$203K -$11.6K -1,391 -5%
Northern Trust
94
Northern Trust
Illinois
$202K -$92.2K -11,100 -31%
BCM
95
Becker Capital Management
Oregon
$199K – – –
CCWM
96
Cassaday & Co Wealth Management
Virginia
$195K – – –
CFA
97
Cahill Financial Advisors
Minnesota
$190K +$9.71K +1,169 +5%
WFS
98
Widmann Financial Services
Maryland
$187K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$187K +$178K +21,402 New
CA
100
Claro Advisors
Massachusetts
$185K – – –
2 3
4
5 6

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.