We are live on ! Find out more
BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

174 hedge funds and large institutions have $295M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $266M → $295M (+$29M)

1% more funds holding

Funds holding: 172 → 174 (+2)

0.09% less ownership

Funds ownership: 16.74% → 16.65% (-0.09%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
55
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
Waterfront Wealth
Kansas
+$3.45M
2
SPIA
Steward Partners Investment Advisory
New York
+$2.52M
3
Wells Fargo
Wells Fargo
California
+$2.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$652K
5
PPA
Parametric Portfolio Associates
Washington
+$616K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.98M
2
LCM
Landscape Capital Management
New Jersey
-$2.46M
3
UBS Group
UBS Group
Switzerland
-$2.09M
4
AA
AQR Arbitrage
Connecticut
-$1.52M
5
BIG
Boothe Investment Group
Delaware
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
151
Ellis Investment Partners
Pennsylvania
$23K – – –
CAL
152
Capital Advisors Ltd
Ohio
$21K – – –
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$21K +$19.2K +2,180 New
AWA
154
Arkadios Wealth Advisors
Georgia
$19K -$4.63K -524 -20%
APWA
155
Atlas Private Wealth Advisors
New Jersey
$19K – – –
OIA
156
Optimum Investment Advisors
Illinois
$19K – – –
FWM
157
Focused Wealth Management
New York
$17K – – –
TJHA
158
Thomas J. Herzfeld Advisors
Florida
$17K +$274 +31 +2%
AF
159
Advisornet Financial
Minnesota
$14K – – –
APA
160
American Portfolios Advisors
New York
$13.3K -$1.19K -135 -9%
NFG
161
Next Financial Group
Texas
$13K -$37.1K -4,200 -75%
CBT
162
CoreFirst Bank & Trust
Kansas
$13K – – –
EW
163
Evoke Wealth
California
$13K – – –
CFD
164
Creative Financial Designs
Indiana
$9K – – –
WWMSC
165
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$7.29K +825 New
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$7K – – –
COCM
167
Charter Oak Capital Management
New Hampshire
$5K – – –
HCP
168
Hexagon Capital Partners
Arkansas
$5K – – –
PP
169
PrairieView Partners
Minnesota
$4K – – –
M1FG
170
Mach-1 Financial Group
Arkansas
$3K – – –
EWM
171
Edge Wealth Management
New York
$1K +$9 +1 +1%
EP
172
Eudaimonia Partners
Tennessee
$1K +$883 +100 New
Walleye Capital
173
Walleye Capital
New York
$739 +$301K +34,052 +77%
GEA
174
Glen Eagle Advisors
New Jersey
$318 +$300 +34 New
LCM
175
Landscape Capital Management
New Jersey
– -$2.46M -290,344 Closed
4 5 6
7
8

BDJ Hedge Fund Activity: Q1 2021 in Review

174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2021, worth a combined $295M — up 11% from $266M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BDJ positions and 16 closed out — a net gain of 4 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Waterfront Wealth, opening a new position worth an estimated $3.45M. The largest seller was 1607 Capital Partners, cutting an estimated $3.98M.

  • 174 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2021, up from 172 in Q4 2020.
  • Funds reported $295M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2021, up 11% quarter-over-quarter.
  • 20 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2021 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2021 was Waterfront Wealth, an estimated $3.45M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2021 was 1607 Capital Partners, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2021.