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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.3M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.18M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.83M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.58M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.69M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.79M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.12M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.32M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$796K |
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.