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BlackRock Enhanced Equity Dividend Trust
BDJ

213 hedge funds and large institutions have $305M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $268M → $305M (+$36.5M)

8% more funds holding

Funds holding: 197 → 213 (+16)

2.24% more ownership

Funds ownership: 19.07% → 21.31% (+2.2%)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
56
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.5M
2
Wells Fargo
Wells Fargo
California
+$5.11M
3
CA
Cornerstone Advisors
North Carolina
+$4.94M
4
AA
AQR Arbitrage
Connecticut
+$4.17M
5
LCM
Landscape Capital Management
New Jersey
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
CW
Cook Wealth
North Carolina
-$4.56M
2
SFS
Shaker Financial Services
Virginia
-$2.96M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.52M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.44M
5
GA
GraniteShares Advisors
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$135K – – –
DWP
127
Daymark Wealth Partners
Ohio
$135K -$67.8K -9,000 -34%
GCP
128
Gill Capital Partners
Colorado
$134K – – –
ATPW
129
Ashton Thomas Private Wealth
Arizona
$129K – – –
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$129K -$19.9K -2,647 -14%
KA
131
Kovack Advisors
Florida
$124K +$122K +16,148 New
CAM
132
Cresset Asset Management
Illinois
$124K – – –
IWA
133
Icon Wealth Advisors
Texas
$124K +$121K +16,091 New
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$122K +$738 +98 +0.6%
XF
135
XML Financial
Maryland
$121K -$2.87K -381 -2%
JPWM
136
Jamison Private Wealth Management
Georgia
$118K +$4.11K +545 +4%
EWS
137
Eagle Wealth Strategies
New Jersey
$116K +$114K +15,090 New
HighTower Advisors
138
HighTower Advisors
Illinois
$116K -$42.9K -5,696 -27%
MG
139
Marex Group
$115K +$113K +15,000 New
CIBC World Market
140
CIBC World Market
Ontario, Canada
$114K – – –
Mariner
141
Mariner
Kansas
$112K +$109K +14,504 New
RBC
142
Roble Belko & Company
Pennsylvania
$111K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$110K -$89.8K -11,916 -46%
CB
144
Commerce Bank
Missouri
$106K -$5.92K -786 -5%
SFP
145
Sterling Financial Planning
New Jersey
$106K +$104K +13,831 New
1WA
146
180 Wealth Advisors
Washington
$106K -$3.24K -430 -3%
CFD
147
Creative Financial Designs
Indiana
$102K – – –
RFC
148
Regions Financial Corp
Alabama
$102K -$113K -15,000 -53%
WA
149
Waverly Advisors
Alabama
$102K – – –
KeyBank National Association
150
KeyBank National Association
Ohio
$101K – – –
4 5
6
7 8

BDJ Hedge Fund Activity: Q4 2023 in Review

213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2023, worth a combined $305M — up 14% from $268M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BDJ positions and 17 closed out — a net gain of 17 holders — while 56 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.5M. The largest seller was Cook Wealth, cutting an estimated $4.56M.

  • 213 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2023, up from 197 in Q3 2023.
  • Funds reported $305M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2023, up 14% quarter-over-quarter.
  • 34 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2023 and 17 closed out, a net change of +17 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2023 was Morgan Stanley, an estimated $23.5M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2023 was Cook Wealth, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2023.