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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

213 hedge funds and large institutions have $274M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
54
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$28.7M
2
SFS
2
Shaker Financial Services
Virginia
$4.04M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.25M
4
GC
4
Guggenheim Capital
Illinois
$17M
5
WA
5
Waverly Advisors
Alabama
$954K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.8M
2
AA
2
AQR Arbitrage
Connecticut
$4.71M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
5
International Assets Investment Management
Florida
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Stolper & Co
Oklahoma
$507K 61,201 -896 -1%
Truist Financial
52
Truist Financial
North Carolina
$496K 59,863 +761 +1%
PVM
53
Palogic Value Management
Texas
$472K 57,000 – –
APP
54
Avantax Planning Partners
Iowa
$411K 49,635 – –
WANY
55
Wealthspire Advisors (New York)
New York
$404K 48,787 – –
IPAM
56
Investment Partners Asset Management
New Jersey
$399K 48,215 -2,696 -5%
MWM
57
MGB Wealth Management
Texas
$396K 47,869 – –
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$396K 47,845 +43 +0.1%
CPW
59
Cove Private Wealth
New York
$375K 45,237 +45,237 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$373K 45,076 +8,037 +22%
BKA
61
Brick & Kyle Associates
Pennsylvania
$372K 44,943 +104 +0.2%
PAG
62
Private Advisor Group
New Jersey
$371K 44,815 -1,088 -2%
SCM
63
Saxony Capital Management
Missouri
$367K 44,309 -1,806 -4%
NA
64
NewEdge Advisors
Louisiana
$364K 43,955 -15,250 -26%
MA
65
Mezzasalma Advisors
New Jersey
$363K 43,833 +43,833 New
ASN
66
Advisory Services Network
Georgia
$340K 41,118 -4,760 -10%
Calamos Advisors
67
Calamos Advisors
Illinois
$340K 41,066 -4,905 -11%
Jane Street
68
Jane Street
New York
$327K 39,485 +39,485 New
SI
69
Saxon Interests
Texas
$327K 39,469 +325 +0.8%
Brown Advisory
70
Brown Advisory
Maryland
$310K 37,444 -155 -0.4%
IAIM
71
International Assets Investment Management
Florida
$305K 36,818 -304,946 -89%
VVP
72
Venture Visionary Partners
Ohio
$305K 36,830 – –
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$302K 36,469 +13,079 +56%
CAM
74
Concorde Asset Management
Michigan
$294K 35,513 +5,864 +20%
DC
75
Davenport & Co
Virginia
$292K 35,291 -1,837 -5%
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