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BlackRock Enhanced Equity Dividend Trust
BDJ

193 hedge funds and large institutions have $291M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

4% more funds holding

Funds holding: 186 → 193 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.26% less ownership

Funds ownership: 18.81% → 18.55% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

7% less capital invested

Capital invested by funds: $314M → $291M (-$23M)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
53
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.63M
2
GA
GraniteShares Advisors
New York
+$1.48M
3
HI
Hoey Investments
Pennsylvania
+$1.46M
4
SWM
Spire Wealth Management
Virginia
+$1.06M
5
LPL Financial
LPL Financial
California
+$994K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$3.72M
2
Invesco
Invesco
Georgia
-$2.84M
3
IA
IFP Advisors
Florida
-$1.46M
4
AAM
Advisors Asset Management
Colorado
-$1.1M
5
UBS Group
UBS Group
Switzerland
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.2M -$395K -44,285 -1%
CW
2
Cook Wealth
North Carolina
$32.3M -$981K -110,094 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$31.5M +$2.63M +294,917 +9%
Wells Fargo
4
Wells Fargo
California
$20.1M -$572K -64,225 -3%
RJA
5
Raymond James & Associates
Florida
$18.1M -$145K -16,230 -0.8%
Invesco
6
Invesco
Georgia
$14M -$2.84M -318,764 -16%
GC
7
Guggenheim Capital
Illinois
$12.3M -$801K -89,889 -6%
UBS Group
8
UBS Group
Switzerland
$10.4M -$1.07M -120,514 -9%
LPL Financial
9
LPL Financial
California
$10.2M +$994K +111,492 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.71M -$625K -70,072 -6%
Stifel Financial
11
Stifel Financial
Missouri
$6.63M -$76.5K -8,584 -1%
SWA
12
Stratos Wealth Advisors
Ohio
$5.37M +$119K +13,295 +2%
Bank of America
13
Bank of America
North Carolina
$5.28M +$287K +32,249 +6%
SPIA
14
Steward Partners Investment Advisory
New York
$4.67M +$83.5K +9,367 +2%
AAM
15
Advisors Asset Management
Colorado
$4.47M -$1.1M -123,873 -19%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.34M +$60.1K +6,745 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.26M +$89.2K +10,009 +2%
HI
18
Hoey Investments
Pennsylvania
$2.9M +$1.46M +163,852 +94%
BIG
19
Boothe Investment Group
Delaware
$2.8M +$139K +15,619 +5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.6M +$46.7K +5,240 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.49M +$35.1K +3,943 +1%
WW
22
Waterfront Wealth
Kansas
$1.98M +$25.6K +2,875 +1%
CAN
23
Cetera Advisor Networks
California
$1.83M +$56.3K +6,318 +3%
AWS
24
Atria Wealth Solutions
New York
$1.73M +$394K +44,176 +28%
SI
25
Stephens Inc
Arkansas
$1.72M – – –
1
2 3 4 5

BDJ Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q1 2023, worth a combined $291M — down 7.3% from $314M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BDJ positions and 15 closed out — a net gain of 12 holders — while 53 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.63M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.72M.

  • 193 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q1 2023, up from 186 in Q4 2022.
  • Funds reported $291M of BlackRock Enhanced Equity Dividend Trust stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q1 2023 and 15 closed out, a net change of +12 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.63M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q1 2023 was Integrated Wealth Concepts, an estimated $3.72M sold.

Based on aggregated 13F filings for Q1 2023.