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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
Truist Financial
126
Truist Financial
North Carolina
$159K -$3.25K -400 -2%
WS
127
Wedbush Securities
California
$157K – – –
AWM
128
Axxcess Wealth Management
California
$155K +$643 +79 +0.4%
WBG
129
Wharton Business Group
Pennsylvania
$155K – – –
SBIA
130
Sheaff Brock Investment Advisors
Indiana
$153K -$423 -52 -0.3%
ISB
131
Iowa State Bank
Iowa
$153K – – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$152K +$26.8K +3,297 +22%
QC
133
Quantedge Capital
Singapore
$151K +$150K +18,500 New
DWM
134
Dakota Wealth Management
Florida
$148K +$4.11K +505 +3%
GC
135
Gratus Capital
Georgia
$147K +$146K +18,000 New
GCP
136
Gill Capital Partners
Colorado
$143K – – –
ATPW
137
Ashton Thomas Private Wealth
Arizona
$142K +$2.9K +356 +2%
PWA
138
Prairie Wealth Advisors
Nebraska
$137K +$17.5K +2,150 +15%
SCA
139
Stonebridge Capital Advisors
Minnesota
$137K -$18.7K -2,300 -12%
PAS
140
Park Avenue Securities
New York
$137K +$48.3K +5,933 +55%
CAM
141
Cresset Asset Management
Illinois
$132K – – –
XF
142
XML Financial
Maryland
$129K – – –
WA
143
Waverly Advisors
Alabama
$125K -$2.97K -365 -2%
SWP
144
Stratos Wealth Partners
Ohio
$125K +$32.1K +3,942 +35%
EWS
145
Eagle Wealth Strategies
New Jersey
$123K – – –
SA
146
SpiderRock Advisors
Delaware
$114K – – –
CB
147
Commerce Bank
Missouri
$113K – – –
SFP
148
Sterling Financial Planning
New Jersey
$113K – – –
CL
149
CSS LLC
Illinois
$112K +$112K +13,740 New
PCA
150
Pallas Capital Advisors
Massachusetts
$111K – – –
4 5
6
7 8

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.