BlackRock Enhanced Equity Dividend Trust
194 hedge funds and large institutions have $285M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 50
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 194 → 194 (0)
0.19% less ownership
Funds ownership: 18.56% → 18.37% (-0.19%)
4% less capital invested
Capital invested by funds: $297M → $285M (-$11.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.73M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.19M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.11M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$638K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$5.79M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$2.8M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.61M |
| 4 |
Morgan Stanley
New York
|
-$1.49M |
| 5 |
HI
Hoey Investments
Coatesville,
Pennsylvania
|
-$1.13M |
BDJ Hedge Fund Activity: Q2 2023 in Review
194 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2023, worth a combined $285M — down 3.9% from $297M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BDJ positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 50 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $4.73M. The largest seller was Cook Wealth, cutting an estimated $5.79M.
- 194 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $285M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2023, down 3.9% quarter-over-quarter.
- 17 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2023 and 15 closed out, a net change of +2 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2023 was Shaker Financial Services, an estimated $4.73M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2023 was Cook Wealth, an estimated $5.79M sold.
Based on aggregated 13F filings for Q2 2023.