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BlackRock Enhanced Equity Dividend Trust
BDJ

214 hedge funds and large institutions have $275M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

2% more funds holding

Funds holding: 209 → 214 (+5)

1.39% less ownership

Funds ownership: 19.64% → 18.25% (-1.4%)

12% less capital invested

Capital invested by funds: $313M → $275M (-$38.6M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
55
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.32M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.62M
3
GC
Guggenheim Capital
Illinois
+$1.46M
4
WA
Waverly Advisors
Alabama
+$870K
5
Stifel Financial
Stifel Financial
Missouri
+$862K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.96M
2
AA
AQR Arbitrage
Connecticut
-$5.25M
3
CA
Cornerstone Advisors
North Carolina
-$3.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.3M
5
IAIM
International Assets Investment Management
Florida
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.93M +$774K +88,995 +62%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.86M +$194K +22,246 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.46M +$108K +12,422 +8%
MOS
29
MGO One Seven
Ohio
$1.36M -$45K -5,170 -3%
SDAM
30
Shulman DeMeo Asset Management
New York
$1.19M -$244 -28 -0%
IWM
31
IHT Wealth Management
Illinois
$1.07M -$556K -63,900 -33%
SA
32
Sanctuary Advisors
Indiana
$1.04M -$8.79K -1,011 -0.9%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$1.03M -$457K -52,576 -30%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$989K -$215K -24,701 -17%
KWA
35
Kingswood Wealth Advisors
California
$975K -$49.3K -5,667 -5%
WA
36
Waverly Advisors
Alabama
$954K +$870K +99,976 +654%
SWP
37
Stratos Wealth Partners
Ohio
$940K +$24.9K +2,859 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$929K +$154K +17,658 +19%
CWM
39
Centurion Wealth Management
Virginia
$920K -$194K -22,249 -17%
WA
40
WealthTrust Axiom
Pennsylvania
$871K – – –
FAIM
41
Financial Advocates Investment Management
Washington
$804K +$2.29K +263 +0.3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$771K +$39.7K +4,563 +5%
DJYG
43
David J. Yvars Group
Florida
$760K -$188K -21,586 -19%
ATS
44
Ashton Thomas Securities
New York
$629K +$10K +1,150 +2%
KAS
45
Kestra Advisory Services
Texas
$573K +$232K +26,705 +63%
OFS
46
OMC Financial Services
New York
$562K -$8.7K -1,000 -1%
AWS
47
Atria Wealth Solutions
New York
$547K +$8.47K +974 +1%
SG
48
StoneX Group
New York
$539K +$567K +65,154 New
TSWM
49
Tyler-Stone Wealth Management
Ohio
$536K +$10.9K +1,256 +2%
FFA
50
Farther Finance Advisors
California
$509K – – –
1
2
3 4 5

BDJ Hedge Fund Activity: Q4 2024 in Review

214 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2024, worth a combined $275M — down 12% from $313M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BDJ positions and 23 closed out — a net gain of 10 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.32M. The largest seller was Morgan Stanley, cutting an estimated $7.96M.

  • 214 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $275M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2024 and 23 closed out, a net change of +10 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2024 was Shaker Financial Services, an estimated $2.32M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2024 was Morgan Stanley, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2024.