BlackRock Enhanced Equity Dividend Trust
177 hedge funds and large institutions have $348M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
18% more capital invested
Capital invested by funds: $294M → $348M (+$54.1M)
12% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 42
10% more funds holding
Funds holding: 161 → 177 (+16)
2.49% more ownership
Funds ownership: 16.14% → 18.63% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.92M |
| 2 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
+$1.61M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.51M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.21M |
| 5 |
Jane Street
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| 3 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$1.01M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$604K |
| 5 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$503K |
BDJ Hedge Fund Activity: Q4 2021 in Review
177 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2021, worth a combined $348M — up 18% from $294M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BDJ positions and 15 closed out — a net gain of 21 holders — while 47 added to existing stakes and 42 trimmed.
The largest buyer was Invesco, adding an estimated $1.92M. The largest seller was Shaker Financial Services, cutting an estimated $4.34M.
- 177 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2021, up from 161 in Q3 2021.
- Funds reported $348M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2021, up 18% quarter-over-quarter.
- 36 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2021 and 15 closed out, a net change of +21 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2021 was Invesco, an estimated $1.92M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2021 was Shaker Financial Services, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2021.