BlackRock Enhanced Equity Dividend Trust
BDJ
209 hedge funds and large institutions have $313M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 83 reducing their positions, and 23 closing their positions.
2% more capital invested
Capital invested by funds: $308M → $313M (+$5.71M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 20.23% → 19.64% (-0.59%)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
1% less funds holding
Funds holding: 212 → 209 (-3)
30% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.46M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.1M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.74M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.54M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$8.87M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$3.7M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.69M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.1M |
| 5 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$2.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
226
Creative Financial Designs
Kokomo,
Indiana
| – | -$60K | -7,348 | Closed |
|
|
CP
227
Camelot Portfolios
Maumee,
Ohio
| – | -$46.1K | -5,645 | Closed |
|
|
BHWM
228
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$7.83K | -958 | Closed |
|
|
GRP
229
Global Retirement Partners
San Rafael,
California
| – | -$4.18K | -512 | Closed |
|
|
TWP
230
Triad Wealth Partners
Lawrence,
Kansas
| – | -$1.27K | -155 | Closed |
|
|
TFF
231
The Family Firm
Bethesda,
Maryland
| – | -$419 | -51 | Closed |
|
232
Fidelity Investments
Boston,
Massachusetts
| – | -$16 | -2 | Closed |
|
BDJ Hedge Fund Activity: Q3 2024 in Review
209 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2024, worth a combined $313M — up 1.9% from $308M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BDJ and 21 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 58 added.
The largest buyer was Allspring Global Investments, adding an estimated $3.46M. The largest seller was Cornerstone Advisors, cutting an estimated $8.87M.
- 209 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2024, down from 212 in Q2 2024.
- Funds reported $313M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2024, up 1.9% quarter-over-quarter.
- 21 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2024 and 23 closed out, a net change of -2 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2024 was Allspring Global Investments, an estimated $3.46M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $8.87M sold.
Based on aggregated 13F filings for Q3 2024.