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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 %
NFG
101
Nations Financial Group
Iowa
$191K 23,052 -1,500 -6%
EWA
102
EP Wealth Advisors
California
$189K 22,820 -2,354 -9%
PAG
103
Private Advisory Group
Washington
$189K 22,800 +22,800 New
WFS
104
Widmann Financial Services
Maryland
$188K 22,755 +6 +0%
SS
105
Sunbelt Securities
Texas
$184K 22,134 +1,000 +5%
PL
106
Plancorp LLC
Missouri
$182K 22,000 +8,000 +57%
Northern Trust
107
Northern Trust
Illinois
$182K 21,945 -3,492 -14%
WMA
108
Wealth Management Associates
New Jersey
$181K 21,892 – –
EC
109
Elequin Capital
New York
$180K 21,698 +21,698 New
CMMS
110
Comprehensive Money Management Services
Florida
$179K 21,675 +21,675 New
CL
111
Choreo LLC
Illinois
$178K 21,521 -25,392 -54%
KWM
112
Kaydan Wealth Management
Michigan
$178K 21,513 – –
SWM
113
SeaCrest Wealth Management
New York
$177K 21,344 +258 +1%
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$173K 20,853 – –
MTWM
115
Masso Torrence Wealth Management
New Jersey
$169K 20,413 – –
XF
116
XML Financial
Maryland
$169K 20,372 -199 -1%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$164K 19,822 -9,423 -32%
AWM
118
Axxcess Wealth Management
California
$158K 19,122 +64 +0.3%
KFA
119
Kapstone Financial Advisors
Ohio
$158K 18,161 +6,400 +54%
APW
120
Aurora Private Wealth
New Jersey
$158K 19,130 -1,822 -9%
WBG
121
Wharton Business Group
Pennsylvania
$157K 19,004 – –
BCM
122
Becker Capital Management
Oregon
$156K 18,811 -2,668 -12%
Mariner
123
Mariner
Kansas
$151K 18,255 -8,378 -31%
SBIA
124
Sheaff Brock Investment Advisors
Indiana
$151K 18,246 -201 -1%
Goldman Sachs
125
Goldman Sachs
New York
$149K 18,017 +18,017 New
3 4
5
6 7