BlackRock Enhanced Equity Dividend Trust
BDJ
161 hedge funds and large institutions have $294M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 19 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
0.35% more ownership
Funds ownership: 15.79% → 16.14% (+0.35%)
1% less capital invested
Capital invested by funds: $298M → $294M (-$3.37M)
5% less funds holding
Funds holding: 169 → 161 (-8)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGWM
176
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$25K | -2,509 | Closed |
|
|
BBPWM
177
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$19K | -1,833 | Closed |
|
|
AF
178
Advisornet Financial
Minnetonka,
Minnesota
| – | -$15K | -1,492 | Closed |
|
179
Fidelity Investments
Boston,
Massachusetts
| – | -$10 | -1 | -50% |
|
BDJ Hedge Fund Activity: Q3 2021 in Review
161 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2021, worth a combined $294M — down 1.1% from $298M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BDJ and 13 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 53 added.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $6.51M. The largest seller was Royal Bank of Canada, cutting an estimated $3.3M.
- 161 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2021, down from 169 in Q2 2021.
- Funds reported $294M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2021, down 1.1% quarter-over-quarter.
- 13 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2021 and 19 closed out, a net change of -6 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2021 was Penserra Capital Management, an estimated $6.51M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2021 was Royal Bank of Canada, an estimated $3.3M sold.
Based on aggregated 13F filings for Q3 2021.