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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
212
Holders Change
+5
Holders Change %
+2.42%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
65
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.3M
2
KIM
Karpus Investment Management
New York
+$2.18M
3
SFS
Shaker Financial Services
Virginia
+$1.83M
4
AA
AQR Arbitrage
Connecticut
+$1.58M
5
GC
Guggenheim Capital
Illinois
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
-$5.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.79M
3
LCM
Landscape Capital Management
New Jersey
-$2.12M
4
SWM
Spire Wealth Management
Virginia
-$1.32M
5
Osaic Holdings
Osaic Holdings
Arizona
-$796K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
101
Roble Belko & Company
Pennsylvania
$236K +$117K +14,446 +100%
CG
102
CFO4Life Group
Texas
$235K +$3.75K +461 +2%
PS
103
Principal Securities
Iowa
$234K +$358 +44 +0.2%
OIM
104
Oder Investment Management
California
$233K -$8.69K -1,069 -4%
SWM
105
SeaCrest Wealth Management
New York
$232K +$2.6K +320 +1%
Walleye Capital
106
Walleye Capital
New York
$232K +$231K +28,414 New
PPG
107
Peak Planning Group
Colorado
$227K +$226K +27,784 New
BRWA
108
B. Riley Wealth Advisors
Florida
$225K -$29.6K -3,637 -12%
WMA
109
Wealth Management Associates
New Jersey
$224K – – –
OHWP
110
Oak Harbor Wealth Partners
North Carolina
$208K – – –
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$203K -$40.7K -5,010 -17%
NFG
112
Nations Financial Group
Iowa
$201K -$24.4K -3,000 -11%
BCM
113
Becker Capital Management
Oregon
$195K – – –
AAS
114
Ameritas Advisory Services
Nebraska
$193K +$211 +26 +0.1%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$191K – – –
RFC
116
Regions Financial Corp
Alabama
$190K – – –
WFS
117
Widmann Financial Services
Maryland
$184K – – –
KWM
118
Kaydan Wealth Management
Michigan
$176K – – –
APW
119
Aurora Private Wealth
New Jersey
$173K +$2.34K +288 +1%
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$170K – – –
MTWM
121
Masso Torrence Wealth Management
New Jersey
$167K +$166K +20,413 New
Nomura Holdings
122
Nomura Holdings
Japan
$163K +$163K +20,000 New
KA
123
Kovack Advisors
Florida
$161K +$18.5K +2,270 +13%
SS
124
Sunbelt Securities
Texas
$161K -$249K -30,622 -61%
SWM
125
Silverlake Wealth Management
Vermont
$161K +$160K +19,671 New
3 4
5
6 7

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.