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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
PWM
126
Perigon Wealth Management
California
$121K +$898 +108 +0.7%
1WA
127
180 Wealth Advisors
Washington
$116K -$4.84K -582 -4%
AOWM
128
Alpha Omega Wealth Management
Virginia
$114K – – –
CFD
129
Creative Financial Designs
Indiana
$111K +$45.8K +5,509 +71%
AFG
130
Atomi Financial Group
New York
$110K -$831 -100 -0.8%
FSA
131
Fort Sheridan Advisors
Illinois
$109K – – –
GVAG
132
Great Valley Advisor Group
Delaware
$109K +$8.31K +1,000 +8%
DIA
133
Dana Investment Advisors
Wisconsin
$108K – – –
MOS
134
MGO One Seven
Ohio
$108K – – –
DI
135
DFPG Investments
Utah
$107K – – –
US Bancorp
136
US Bancorp
Minnesota
$107K -$20.8K -2,500 -16%
CA
137
Cetera Advisors
Colorado
$105K +$2.87K +345 +3%
FFN
138
Focus Financial Network
Minnesota
$103K -$9.2K -1,107 -8%
QCIG
139
Quad-Cities Investment Group
Iowa
$101K +$1.14K +137 +1%
GAG
140
GM Advisory Group
New York
$100K – – –
Franklin Resources
141
Franklin Resources
California
$100K +$1.34K +161 +1%
BPA
142
Beacon Pointe Advisors
California
$94.2K – – –
RBC
143
Roble Belko & Company
Pennsylvania
$94K -$187K -22,545 -67%
IP
144
Ignite Planners
California
$91.6K – – –
VWA
145
Visionary Wealth Advisors
Illinois
$88.2K -$12.5K -1,509 -12%
LOPW
146
Live Oak Private Wealth
North Carolina
$87.8K – – –
SWP
147
Stratos Wealth Partners
Ohio
$86.9K +$86.6K +10,423 New
DA
148
Detalus Advisors
Missouri
$86.5K – – –
SWA
149
SFMG Wealth Advisors
Texas
$85.2K +$1.07K +129 +1%
KNW
150
Kesler Norman & Wride
Utah
$85.1K – – –
4 5
6
7 8

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.