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BlackRock Enhanced Equity Dividend Trust
BDJ

214 hedge funds and large institutions have $275M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

2% more funds holding

Funds holding: 209 → 214 (+5)

1.39% less ownership

Funds ownership: 19.64% → 18.25% (-1.4%)

12% less capital invested

Capital invested by funds: $313M → $275M (-$38.6M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
55
Reduced
75
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.32M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.62M
3
GC
Guggenheim Capital
Illinois
+$1.46M
4
WA
Waverly Advisors
Alabama
+$870K
5
Stifel Financial
Stifel Financial
Missouri
+$862K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.96M
2
AA
AQR Arbitrage
Connecticut
-$5.25M
3
CA
Cornerstone Advisors
North Carolina
-$3.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.3M
5
IAIM
International Assets Investment Management
Florida
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$149K +$157K +18,017 New
VIPI
127
Vista Investment Partners II
Indiana
$145K +$153K +17,539 New
SI
128
Stephens Inc
Arkansas
$143K -$141K -16,169 -48%
MC
129
Moors & Cabot
Massachusetts
$142K +$149K +17,165 New
ISB
130
Iowa State Bank
Iowa
$140K – – –
WS
131
Wedbush Securities
California
$135K -$24.3K -2,797 -15%
PWA
132
Prairie Wealth Advisors
Nebraska
$134K +$2.61K +300 +2%
CAM
133
Cresset Asset Management
Illinois
$133K – – –
GCP
134
Gill Capital Partners
Colorado
$127K – – –
P
135
&Partners
Tennessee
$125K +$131K +15,004 New
WFC
136
Western Financial Corp
California
$125K +$131K +15,111 New
EWS
137
Eagle Wealth Strategies
New Jersey
$125K – – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$125K -$27.4K -3,151 -18%
VF
139
Virtu Financial
New York
$118K +$124K +14,305 New
SWM
140
Silverlake Wealth Management
Vermont
$117K -$42.8K -4,916 -26%
BlackRock
141
BlackRock
New York
$116K +$122K +14,000 New
IWA
142
Icon Wealth Advisors
Texas
$115K +$2.38K +273 +2%
CB
143
Commerce Bank
Missouri
$115K – – –
SFP
144
Sterling Financial Planning
New Jersey
$115K – – –
PCA
145
Pallas Capital Advisors
Massachusetts
$111K – – –
LFAS
146
Level Four Advisory Services
Texas
$111K +$626 +72 +0.5%
AMBIA
147
Allen Mooney & Barnes Investment Advisors
Georgia
$110K +$565 +65 +0.5%
KeyBank National Association
148
KeyBank National Association
Ohio
$109K – – –
IFWM
149
Institute for Wealth Management
Colorado
$108K – – –
ATPW
150
Ashton Thomas Private Wealth
Arizona
$104K -$44.5K -5,120 -29%
4 5
6
7 8

BDJ Hedge Fund Activity: Q4 2024 in Review

214 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q4 2024, worth a combined $275M — down 12% from $313M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BDJ positions and 23 closed out — a net gain of 10 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.32M. The largest seller was Morgan Stanley, cutting an estimated $7.96M.

  • 214 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q4 2024, up from 209 in Q3 2024.
  • Funds reported $275M of BlackRock Enhanced Equity Dividend Trust stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q4 2024 and 23 closed out, a net change of +10 holders.
  • The largest BlackRock Enhanced Equity Dividend Trust buyer in Q4 2024 was Shaker Financial Services, an estimated $2.32M added.
  • The largest BlackRock Enhanced Equity Dividend Trust seller in Q4 2024 was Morgan Stanley, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2024.