BlackRock Enhanced Equity Dividend Trust
186 hedge funds and large institutions have $287M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 21 closing their positions.
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
0% more funds holding
Funds holding: 186 → 186 (0)
0.48% less ownership
Funds ownership: 18.68% → 18.21% (-0.48%)
11% less capital invested
Capital invested by funds: $321M → $287M (-$33.7M)
11% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 56
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.29M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$4.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.11M |
| 3 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$2.45M |
| 4 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$2.14M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.61M |
BDJ Hedge Fund Activity: Q3 2022 in Review
186 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2022, worth a combined $287M — down 11% from $321M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BDJ positions and 21 closed out — a net gain of 1 holder — while 50 added to existing stakes and 56 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.85M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $4.76M sold.
- 186 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $287M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2022, down 11% quarter-over-quarter.
- 22 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2022 and 21 closed out, a net change of +1 holder.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $2.85M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2022 was Capital Investment Advisors, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2022.