BlackRock Enhanced Equity Dividend Trust
BDJ
193 hedge funds and large institutions have $285M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 193 → 193 (0)
0.19% less ownership
Funds ownership: 18.55% → 18.37% (-0.19%)
2% less capital invested
Capital invested by funds: $291M → $285M (-$6.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.73M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.19M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.11M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$638K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$5.79M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$2.8M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.61M |
| 4 |
Morgan Stanley
New York
|
-$1.49M |
| 5 |
HI
Hoey Investments
Coatesville,
Pennsylvania
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
201
Kaydan Wealth Management
Fenton,
Michigan
| – | -$185K | -21,513 | Closed |
|
|
SFS
202
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$139K | -16,232 | Closed |
|
203
Goldman Sachs
New York
| – | -$110K | -12,817 | Closed |
|
204
Brown Advisory
Baltimore,
Maryland
| – | -$92.4K | -10,754 | Closed |
|
|
PCM
205
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$80.7K | -9,400 | Closed |
|
|
CSIA
206
Carl Stuart Investment Advisor
Austin,
Texas
| – | -$335K | -7,322 | Closed |
|
|
CB
207
Community Bank
Dewitt,
New York
| – | -$49K | -5,703 | Closed |
|
|
CCA
208
Column Capital Advisors
Indianapolis,
Indiana
| – | -$21.7K | -2,527 | Closed |
|
|
LC
209
Lindbrook Capital
Calabasas,
California
| – | -$8.36K | -1,006 | Closed |
|
210
AssetMark Inc
Concord,
California
| – | -$3.44K | -400 | Closed |
|
BDJ Hedge Fund Activity: Q2 2023 in Review
193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2023, worth a combined $285M — down 2.2% from $291M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BDJ positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $4.73M. The largest seller was Cook Wealth, cutting an estimated $5.79M.
- 193 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $285M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
- 17 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2023 and 15 closed out, a net change of +2 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2023 was Shaker Financial Services, an estimated $4.73M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2023 was Cook Wealth, an estimated $5.79M sold.
Based on aggregated 13F filings for Q2 2023.