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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$722K -$182K -22,011 -20%
FSI
52
Flow State Investments
Illinois
$697K +$55.3K +6,703 +9%
IA
53
IFP Advisors
Florida
$689K -$23.9K -2,896 -3%
HI
54
Hoey Investments
Pennsylvania
$681K -$12.3K -1,489 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$609K +$16.1K +1,957 +3%
OFS
56
OMC Financial Services
New York
$575K +$575K +69,680 New
PAG
57
Private Advisor Group
New Jersey
$533K -$5.12K -620 -1%
SI
58
Stephens Inc
Arkansas
$516K -$103K -12,453 -17%
SC
59
Stolper & Co
Oklahoma
$502K +$18K +2,182 +4%
IPAM
60
Investment Partners Asset Management
New Jersey
$498K -$16.9K -2,046 -3%
PVM
61
Palogic Value Management
Texas
$487K – – –
KAS
62
Kestra Advisory Services
Texas
$482K +$13.7K +1,661 +3%
SIM
63
Stratos Investment Management
Ohio
$471K +$208K +25,170 +79%
MWM
64
MGB Wealth Management
Texas
$425K – – –
SS
65
Sunbelt Securities
Texas
$415K -$201K -24,316 -33%
BKA
66
Brick & Kyle Associates
Pennsylvania
$412K +$835 +102 +0.2%
Comerica Bank
67
Comerica Bank
Texas
$406K +$21.7K +2,636 +6%
APP
68
Avantax Planning Partners
Iowa
$404K +$404K +48,957 New
Deutsche Bank
69
Deutsche Bank
Germany
$403K +$5.58K +676 +1%
WANY
70
Wealthspire Advisors (New York)
New York
$402K – – –
NA
71
NewEdge Advisors
Louisiana
$387K -$17.9K -2,170 -4%
JGIA
72
Jackson Grant Investment Advisers
Connecticut
$384K +$5.39K +653 +1%
ASN
73
Advisory Services Network
Georgia
$380K -$248K -30,012 -39%
EM
74
ELCO Management
New York
$373K -$10.7K -1,300 -3%
CI
75
Conning Inc
Connecticut
$333K +$4.61K +559 +1%
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