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BlackRock Enhanced Equity Dividend Trust
BDJ

178 hedge funds and large institutions have $349M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $294M → $349M (+$54.6M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

11% more funds holding

Funds holding: 161 → 178 (+17)

2.69% more ownership

Funds ownership: 16.14% → 18.83% (+2.7%)

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
48
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.92M
2
SDAM
Shulman DeMeo Asset Management
New York
+$1.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.51M
4
GC
Guggenheim Capital
Illinois
+$1.21M
5
Jane Street
Jane Street
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$4.34M
2
Bank of America
Bank of America
North Carolina
-$1.52M
3
APW
Aurora Private Wealth
New Jersey
-$1.01M
4
AAM
Advisors Asset Management
Colorado
-$604K
5
BIG
Boothe Investment Group
Delaware
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
101
Wedbush Securities
California
$202K – – –
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$199K +$15.7K +1,559 +9%
MOS
103
MGO One Seven
Ohio
$198K +$15.1K +1,505 +8%
WA
104
Waverly Advisors
Alabama
$196K – – –
WBG
105
Wharton Business Group
Pennsylvania
$192K – – –
KPWS
106
Kestra Private Wealth Services
Texas
$189K -$26.7K -2,656 -12%
ISB
107
Iowa State Bank
Iowa
$188K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$181K – – –
GAG
109
GM Advisory Group
New York
$171K – – –
MCM
110
Maple Capital Management
Vermont
$167K +$167K +16,600 New
1WA
111
180 Wealth Advisors
Washington
$161K -$32.2K -3,198 -16%
DA
112
Detalus Advisors
Missouri
$161K – – –
DWM
113
Dakota Wealth Management
Florida
$159K – – –
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$155K +$4.1K +408 +3%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$149K +$149K +14,795 New
CAN
116
Claraphi Advisory Network
United States
$144K -$38K -3,775 -21%
CB
117
Commerce Bank
Missouri
$140K – – –
AOWM
118
Alpha Omega Wealth Management
Virginia
$139K – – –
NFG
119
Nations Financial Group
Iowa
$138K +$30.2K +3,000 +28%
PWM
120
Perigon Wealth Management
California
$137K +$1.88K +187 +1%
CA
121
Cetera Advisors
Colorado
$136K -$3.91K -389 -3%
US Bancorp
122
US Bancorp
Minnesota
$133K – – –
FSA
123
Fort Sheridan Advisors
Illinois
$132K – – –
DIA
124
Dana Investment Advisors
Wisconsin
$131K – – –
BCA
125
Biltmore Capital Advisors
New Jersey
$131K +$131K +13,000 New
3 4
5
6 7

BDJ Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2021, worth a combined $349M — up 19% from $294M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BDJ positions and 15 closed out — a net gain of 22 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Invesco, adding an estimated $1.92M. The largest seller was Shaker Financial Services, cutting an estimated $4.34M.

  • 178 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $349M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2021, up 19% quarter-over-quarter.
  • 37 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2021 and 15 closed out, a net change of +22 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2021 was Invesco, an estimated $1.92M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2021 was Shaker Financial Services, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.