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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

210 hedge funds and large institutions have $307M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
65
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
KIM
2
Karpus Investment Management
New York
$2.49M
3
SFS
3
Shaker Financial Services
Virginia
$3.65M
4
AA
4
AQR Arbitrage
Connecticut
$13.2M
5
GC
5
Guggenheim Capital
Illinois
$15.2M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
LCM
3
Landscape Capital Management
New Jersey
$4.88M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Hoey Investments
Pennsylvania
$612K 74,904 -7,664 -9%
SI
52
Saxon Interests
Texas
$584K 71,537 -17,139 -19%
ATS
53
Ashton Thomas Securities
New York
$575K 69,876 +69,876 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$572K 70,025 -3,810 -5%
OFS
55
OMC Financial Services
New York
$563K 68,880 -800 -1%
PAG
56
Private Advisor Group
New Jersey
$533K 65,197 +592 +0.9%
NA
57
NewEdge Advisors
Louisiana
$520K 63,638 +16,784 +36%
SC
58
Stolper & Co
Oklahoma
$509K 62,260 +1,398 +2%
PVM
59
Palogic Value Management
Texas
$482K 59,000 – –
KAS
60
Kestra Advisory Services
Texas
$464K 56,812 -1,661 -3%
IPAM
61
Investment Partners Asset Management
New Jersey
$455K 55,656 -4,715 -8%
MWM
62
MGB Wealth Management
Texas
$430K 51,531 – –
Calamos Advisors
63
Calamos Advisors
Illinois
$425K 52,054 +26,134 +101%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$416K 51,000 +35,450 +228%
BKA
65
Brick & Kyle Associates
Pennsylvania
$412K 50,438 +104 +0.2%
Comerica Bank
66
Comerica Bank
Texas
$408K 49,951 +698 +1%
APP
67
Avantax Planning Partners
Iowa
$406K 49,635 +678 +1%
WANY
68
Wealthspire Advisors (New York)
New York
$399K 48,787 – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$388K 47,443 +19,321 +69%
JGIA
70
Jackson Grant Investment Advisers
Connecticut
$385K 47,160 +662 +1%
CL
71
Choreo LLC
Illinois
$382K 46,861 +32,218 +220%
SCM
72
Saxony Capital Management
Missouri
$380K 46,473 +10,525 +29%
ASN
73
Advisory Services Network
Georgia
$375K 45,878 -131 -0.3%
Two Sigma Investments
74
Two Sigma Investments
New York
$368K 44,992 +44,992 New
Deutsche Bank
75
Deutsche Bank
Germany
$358K 43,775 -5,030 -10%
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