BlackRock Enhanced Equity Dividend Trust
BDJ
186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 47
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
13% more capital invested
Capital invested by funds: $277M → $314M (+$37.3M)
0.62% more ownership
Funds ownership: 18.19% → 18.81% (+0.62%)
1% more funds holding
Funds holding: 185 → 186 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.33M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$2.75M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.42M |
| 4 |
CW
Cook Wealth
Raleigh,
North Carolina
|
+$1.52M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.72M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.04M |
| 3 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$920K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$633K |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$471K |
BDJ Hedge Fund Activity: Q4 2022 in Review
186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2022, worth a combined $314M — up 13% from $277M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BDJ positions and 23 closed out — a net gain of 4 holders — while 65 added to existing stakes and 47 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $4.72M.
- 186 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2022, up from 185 in Q3 2022.
- Funds reported $314M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2022, up 13% quarter-over-quarter.
- 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2022 and 23 closed out, a net change of +4 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.33M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2022 was Morgan Stanley, an estimated $4.72M sold.
Based on aggregated 13F filings for Q4 2022.