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BlackRock Enhanced Equity Dividend Trust
BDJ

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $277M → $314M (+$37.3M)

0.62% more ownership

Funds ownership: 18.19% → 18.81% (+0.62%)

1% more funds holding

Funds holding: 185 → 186 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.33M
2
BIG
Boothe Investment Group
Delaware
+$2.75M
3
UBS Group
UBS Group
Switzerland
+$2.42M
4
CW
Cook Wealth
North Carolina
+$1.52M
5
AWS
Atria Wealth Solutions
New York
+$1.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.72M
2
SFS
Shaker Financial Services
Virginia
-$1.04M
3
WW
Waterfront Wealth
Kansas
-$920K
4
Wells Fargo
Wells Fargo
California
-$633K
5
BCM
Bluefin Capital Management
New York
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.2M -$4.72M -534,160 -12%
CW
2
Cook Wealth
North Carolina
$35.6M +$1.52M +171,930 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.4M +$4.33M +489,892 +17%
Wells Fargo
4
Wells Fargo
California
$21.7M -$633K -71,595 -3%
RJA
5
Raymond James & Associates
Florida
$19.1M +$118K +13,385 +0.6%
Invesco
6
Invesco
Georgia
$17.5M +$311K +35,213 +2%
GC
7
Guggenheim Capital
Illinois
$13.7M -$62.9K -7,118 -0.5%
UBS Group
8
UBS Group
Switzerland
$12M +$2.42M +273,482 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.76M -$156K -17,642 -2%
LPL Financial
10
LPL Financial
California
$9.66M +$194K +21,985 +2%
Stifel Financial
11
Stifel Financial
Missouri
$7.03M +$211K +23,809 +3%
AAM
12
Advisors Asset Management
Colorado
$5.81M +$392K +44,287 +7%
SWA
13
Stratos Wealth Advisors
Ohio
$5.51M +$219K +24,794 +4%
Bank of America
14
Bank of America
North Carolina
$5.25M -$133K -14,996 -3%
SPIA
15
Steward Partners Investment Advisory
New York
$4.82M +$222K +25,153 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.78M +$45K +5,087 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.49M +$412K +46,650 +10%
Ameriprise
18
Ameriprise
Minnesota
$4.39M +$105K +11,861 +2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.09M -$217K -24,514 -5%
BIG
20
Boothe Investment Group
Delaware
$2.8M +$2.75M +310,641 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.68M +$145K +16,440 +6%
IA
22
IFP Advisors
Florida
$2.62M -$14.2K -1,602 -0.6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.58M +$24.2K +2,737 +1%
WW
24
Waterfront Wealth
Kansas
$2.07M -$920K -103,996 -31%
DJYG
25
David J. Yvars Group
Florida
$1.86M +$50.3K +5,686 +3%
1
2 3 4 5

BDJ Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2022, worth a combined $314M — up 13% from $277M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BDJ positions and 23 closed out — a net gain of 4 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $4.72M.

  • 186 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $314M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2022, up 13% quarter-over-quarter.
  • 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2022 and 23 closed out, a net change of +4 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.33M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2022 was Morgan Stanley, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2022.