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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

205 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AQR Arbitrage
Connecticut
$11.7M
2
WW
Waterfront Wealth
Kansas
$4.32M
3
CA
Cornerstone Advisors
North Carolina
$12.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.79M
5
AAM
Advisors Asset Management
Colorado
$7.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$13M
3
SFS
Shaker Financial Services
Virginia
$1.83M
4
CW
Cook Wealth
North Carolina
$8.38M
5
WAM
Wolverine Asset Management
Illinois
$4.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
SpiderRock Advisors
Delaware
$112K +$112K +14,000 New
PCA
152
Pallas Capital Advisors
Massachusetts
$111K +$111K +13,458 New
CFD
153
Creative Financial Designs
Indiana
$110K -$16 -2 -0%
KeyBank National Association
154
KeyBank National Association
Ohio
$108K – – –
IFWM
155
Institute for Wealth Management
Colorado
$107K – – –
DIA
156
Dana Investment Advisors
Wisconsin
$107K – – –
QCIG
157
Quad-Cities Investment Group
Iowa
$104K +$1.25K +151 +1%
AFG
158
Atomi Financial Group
New York
$102K -$5.48K -664 -5%
PWM
159
Perigon Wealth Management
California
$99.3K – – –
US Bancorp
160
US Bancorp
Minnesota
$98.4K +$34.7K +4,200 +54%
AWM
161
Apollon Wealth Management
South Carolina
$95.3K +$322 +39 +0.3%
SWP
162
Stratos Wealth Partners
Ohio
$93.5K +$759 +92 +0.8%
BPA
163
Beacon Pointe Advisors
California
$93.2K – – –
PAS
164
Park Avenue Securities
New York
$89K +$89K +10,793 New
HI
165
Harbour Investments
Wisconsin
$87.9K – – –
SPC
166
Spirepoint Private Client
Florida
$87.1K +$87.1K +10,553 New
LOPW
167
Live Oak Private Wealth
North Carolina
$86.8K – – –
KPWS
168
Kestra Private Wealth Services
Texas
$84.8K +$454 +55 +0.5%
DAS
169
Diversify Advisory Services
Utah
$84.5K +$84.5K +10,301 New
NSAM
170
North Star Asset Management
Wisconsin
$84.1K +$84.1K +10,194 New
CIA
171
Cape Investment Advisory
Georgia
$84K +$718 +87 +0.9%
CFA
172
Cahill Financial Advisors
Minnesota
$83.9K -$80.6K -9,773 -49%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$82.5K – – –
FFN
174
Focus Financial Network
Minnesota
$79.1K -$9.98K -1,265 -11%
HCP
175
Hexagon Capital Partners
Arkansas
$64K – – –
5 6
7
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