BlackRock Enhanced Equity Dividend Trust
BDJ
193 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
4% more funds holding
Funds holding: 186 → 193 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.26% less ownership
Funds ownership: 18.81% → 18.55% (-0.26%)
7% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 57
7% less capital invested
Capital invested by funds: $314M → $291M (-$23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.63M |
| 2 |
GA
GraniteShares Advisors
New York
|
+$1.48M |
| 3 |
HI
Hoey Investments
Coatesville,
Pennsylvania
|
+$1.46M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$994K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.72M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.84M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.46M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$133K | -14,775 | Closed |
|
202
Mariner
Overland Park,
Kansas
| – | -$116K | -12,891 | Closed |
|
|
SWP
203
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$92.5K | -10,264 | Closed |
|
|
SWM
204
Silverlake Wealth Management
Williston,
Vermont
| – | -$91.4K | -10,147 | Closed |
|
|
BBHC
205
Brown Brothers Harriman & Co
New York
| – | -$45K | -5,000 | Closed |
|
|
AP
206
Atwood & Palmer
Kansas City,
Missouri
| – | -$33.3K | -3,700 | Closed |
|
|
RBC
207
Romano Brothers & Co
Evanston,
Illinois
| – | -$27K | -3,000 | Closed |
|
|
USCWA
208
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$24.4K | -2,704 | Closed |
|
|
HBW
209
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$19K | -2,155 | Closed |
|
210
Citigroup
New York
| – | -$14.4K | -1,601 | Closed |
|
|
PP
211
PrairieView Partners
St. Paul,
Minnesota
| – | -$12K | -1,435 | Closed |
|
BDJ Hedge Fund Activity: Q1 2023 in Review
193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2023, worth a combined $291M — down 7.3% from $314M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BDJ positions and 15 closed out — a net gain of 12 holders — while 53 added to existing stakes and 57 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.63M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.72M.
- 193 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2023, up from 186 in Q4 2022.
- Funds reported $291M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2023, down 7.3% quarter-over-quarter.
- 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2023 and 15 closed out, a net change of +12 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.63M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2023 was Integrated Wealth Concepts, an estimated $3.72M sold.
Based on aggregated 13F filings for Q1 2023.