BlackRock Enhanced Equity Dividend Trust
BDJ
169 hedge funds and large institutions have $298M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 23 closing their positions.
1% more capital invested
Capital invested by funds: $295M → $298M (+$2.88M)
0.86% less ownership
Funds ownership: 16.65% → 15.79% (-0.86%)
3% less funds holding
Funds holding: 174 → 169 (-5)
17% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 59
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.75M |
| 2 |
Morgan Stanley
New York
|
+$2.59M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$2.03M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.12M |
| 5 |
Rockefeller Capital Management
New York
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.69M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.45M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.35M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.21M |
BDJ Hedge Fund Activity: Q2 2021 in Review
169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2021, worth a combined $298M — up 0.98% from $295M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BDJ and 19 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 49 added.
The largest buyer was Guggenheim Capital, adding an estimated $3.75M. The largest seller was Wells Fargo, cutting an estimated $4.69M.
- 169 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2021, down from 174 in Q1 2021.
- Funds reported $298M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2021, up 0.98% quarter-over-quarter.
- 19 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2021 and 23 closed out, a net change of -4 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2021 was Guggenheim Capital, an estimated $3.75M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2021 was Wells Fargo, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2021.