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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
SFS
1
Shaker Financial Services
Virginia
$4.04M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$4.25M
3
GC
3
Guggenheim Capital
Illinois
$17M
4
WA
4
Waverly Advisors
Alabama
$954K
5
Stifel Financial
5
Stifel Financial
Missouri
$9.08M

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 %
PWM
151
Perigon Wealth Management
California
$101K 11,767 – –
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$100K 12,110 -3,625 -23%
QCIG
153
Quad-Cities Investment Group
Iowa
$97.9K 11,821 +210 +2%
DWP
154
Daymark Wealth Partners
Ohio
$96K 11,600 – –
1WA
155
180 Wealth Advisors
Washington
$94.8K 11,448 -902 -7%
GS
156
GWN Securities
Florida
$94.5K 10,763 +10,763 New
LCM
157
Landscape Capital Management
New Jersey
$93.1K 11,249 -215,868 -95%
Franklin Resources
158
Franklin Resources
California
$92.1K 11,126 +11,126 New
BRWA
159
B. Riley Wealth Advisors
Florida
$91.8K 11,088 +46 +0.4%
SPC
160
Spirepoint Private Client
Florida
$90.6K 10,939 -339 -3%
LOPW
161
Live Oak Private Wealth
North Carolina
$87.1K 10,525 – –
DAS
162
Diversify Advisory Services
Utah
$86.2K 10,301 – –
DIA
163
Dana Investment Advisors
Wisconsin
$85.5K 10,330 – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$82.8K 10,000 -997 -9%
SPF
165
South Plains Financial
Texas
$80.5K 9,728 +9,728 New
CIA
166
Cape Investment Advisory
Georgia
$76.9K 9,293 -1,062 -10%
AG
167
AmeriFlex Group
Nevada
$73.7K 8,386 +8,386 New
HCP
168
Hexagon Capital Partners
Arkansas
$64.3K 7,763 – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$62K 7,433 -900 -11%
CFB
170
Cullen/Frost Bankers
Texas
$61.4K 7,415 – –
NSIM
171
North Star Investment Management
Illinois
$60.2K 7,266 – –
CHC
172
City Holding Co
West Virginia
$45.6K 5,512 – –
CAM
173
Creekmur Asset Management
Illinois
$43.1K 5,204 +103 +2%
MCM
174
MAI Capital Management
Ohio
$37.8K 4,569 +4,569 New
SSG
175
Summit Securities Group
New York
$37.5K 4,533 +4,533 New
5 6
7
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