BlackRock Enhanced Equity Dividend Trust
BDJ
182 hedge funds and large institutions have $350M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
2% more funds holding
Funds holding: 178 → 182 (+4)
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
0.28% more ownership
Funds ownership: 18.83% → 19.11% (+0.28%)
0% more capital invested
Capital invested by funds: $349M → $350M (+$774K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.63M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.8M |
| 4 |
Morgan Stanley
New York
|
+$2.67M |
| 5 |
CW
Cook Wealth
Raleigh,
North Carolina
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$6.59M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.89M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.55M |
| 4 |
Jane Street
New York
|
-$1.03M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$985K |
BDJ Hedge Fund Activity: Q1 2022 in Review
182 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2022, worth a combined $350M — up 0.22% from $349M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BDJ positions and 12 closed out — a net gain of 7 holders — while 52 added to existing stakes and 51 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $5.2M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $6.59M sold.
- 182 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2022, up from 178 in Q4 2021.
- Funds reported $350M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2022, up 0.22% quarter-over-quarter.
- 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2022 and 12 closed out, a net change of +7 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2022 was Shaker Financial Services, an estimated $5.2M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2022 was Penserra Capital Management, an estimated $6.59M sold.
Based on aggregated 13F filings for Q1 2022.