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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 %
AWM
126
Axxcess Wealth Management
California
$155K 18,983 +79 +0.4%
WBG
127
Wharton Business Group
Pennsylvania
$155K 19,004 – –
SBIA
128
Sheaff Brock Investment Advisors
Indiana
$153K 18,726 -52 -0.3%
ISB
129
Iowa State Bank
Iowa
$153K 18,667 – –
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$152K 18,493 +3,297 +22%
QC
131
Quantedge Capital
Singapore
$151K 18,500 +18,500 New
DWM
132
Dakota Wealth Management
Florida
$148K 18,121 +505 +3%
GC
133
Gratus Capital
Georgia
$147K 18,000 +18,000 New
GCP
134
Gill Capital Partners
Colorado
$143K 17,479 – –
ATPW
135
Ashton Thomas Private Wealth
Arizona
$142K 17,322 +356 +2%
PWA
136
Prairie Wealth Advisors
Nebraska
$137K 16,800 +2,150 +15%
SCA
137
Stonebridge Capital Advisors
Minnesota
$137K 16,774 -2,300 -12%
PAS
138
Park Avenue Securities
New York
$137K 16,726 +5,933 +55%
CAM
139
Cresset Asset Management
Illinois
$132K 16,105 – –
XF
140
XML Financial
Maryland
$129K 15,734 – –
WA
141
Waverly Advisors
Alabama
$125K 15,298 -365 -2%
SWP
142
Stratos Wealth Partners
Ohio
$125K 15,270 +3,942 +35%
EWS
143
Eagle Wealth Strategies
New Jersey
$123K 15,090 – –
SA
144
SpiderRock Advisors
Delaware
$114K 14,000 – –
CB
145
Commerce Bank
Missouri
$113K 13,846 – –
SFP
146
Sterling Financial Planning
New Jersey
$113K 13,831 – –
CL
147
CSS LLC
Illinois
$112K 13,740 +13,740 New
PCA
148
Pallas Capital Advisors
Massachusetts
$111K 13,458 – –
LFAS
149
Level Four Advisory Services
Texas
$108K 13,253 -29,555 -69%
AMBIA
150
Allen Mooney & Barnes Investment Advisors
Georgia
$107K 13,148 -14,841 -53%
4 5
6
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