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BlackRock Enhanced Equity Dividend Trust
BDJ

212 hedge funds and large institutions have $308M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

2% more funds holding

Funds holding: 207 → 212 (+5)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 20.36% → 20.23% (-0.13%)

1% less capital invested

Capital invested by funds: $312M → $308M (-$4.5M)

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
65
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.3M
2
KIM
Karpus Investment Management
New York
+$2.18M
3
SFS
Shaker Financial Services
Virginia
+$1.83M
4
AA
AQR Arbitrage
Connecticut
+$1.58M
5
GC
Guggenheim Capital
Illinois
+$1.45M

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$5.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.79M
3
LCM
Landscape Capital Management
New Jersey
-$2.12M
4
SWM
Spire Wealth Management
Virginia
-$1.32M
5
Osaic Holdings
Osaic Holdings
Arizona
-$796K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$2.12M -$2.77K -341 -0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.95M -$796K -97,909 -29%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.7M -$72.5K -8,920 -4%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$1.47M +$590K +72,497 +67%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.45M -$36.5K -4,492 -2%
MOS
31
MGO One Seven
Ohio
$1.4M -$81.4K -10,006 -6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.25M -$73.2K -9,002 -6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.24M -$76.4K -9,390 -6%
SDAM
34
Shulman DeMeo Asset Management
New York
$1.18M -$2.54K -312 -0.2%
CA
35
Claro Advisors
Massachusetts
$1.13M -$11.4K -1,399 -1%
Creative Planning
36
Creative Planning
Kansas
$1.07M +$237K +29,145 +29%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$1.05M +$93.1K +11,446 +10%
SA
38
Sanctuary Advisors
Indiana
$1.01M +$1.03M +126,157 New
IWM
39
IHT Wealth Management
Illinois
$1.01M -$35K -4,300 -3%
DJYG
40
David J. Yvars Group
Florida
$937K +$6.98K +858 +0.8%
9WM
41
9258 Wealth Management
Ohio
$934K -$35.6K -4,377 -4%
KWA
42
Kingswood Wealth Advisors
California
$934K +$930K +114,342 New
FSI
43
Flow State Investments
Illinois
$901K +$209K +25,725 +30%
RJT
44
Raymond James Trust
Florida
$882K -$102K -12,510 -10%
WA
45
WealthTrust Axiom
Pennsylvania
$870K – – –
AWS
46
Atria Wealth Solutions
New York
$806K -$66.5K -8,181 -8%
FAIM
47
Financial Advocates Investment Management
Washington
$787K -$2.44K -300 -0.3%
NS
48
NBC Securities
Alabama
$747K -$34.4K -4,231 -4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$740K +$25K +3,076 +4%
WAM
50
WNY Asset Management
New York
$719K -$482K -59,214 -40%
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BDJ Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q2 2024, worth a combined $308M — down 1.4% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BDJ positions and 17 closed out — a net gain of 10 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $5.69M sold.

  • 212 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q2 2024, up from 207 in Q1 2024.
  • Funds reported $308M of BlackRock Enhanced Equity Dividend Trust stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 27 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q2 2024 and 17 closed out, a net change of +10 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q2 2024 was Morgan Stanley, an estimated $3.3M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q2 2024 was Stratos Wealth Advisors, an estimated $5.69M sold.

Based on aggregated 13F filings for Q2 2024.