BDJ icon

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 %
CFB
176
Cullen/Frost Bankers
Texas
$61.2K +$61.2K +7,415 New
NSIM
177
North Star Investment Management
Illinois
$59.9K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$52K -$2.36K -285 -4%
CHC
179
City Holding Co
West Virginia
$45.5K – – –
CAM
180
Creekmur Asset Management
Illinois
$36.9K +$297 +36 +0.8%
NCM
181
Northwest Capital Management
Oregon
$36.1K – – –
GWSG
182
GPS Wealth Strategies Group
Colorado
$26.4K -$2.48K -300 -9%
TCG
183
Transcendent Capital Group
Oklahoma
$22.2K – – –
CA
184
CoreCap Advisors
Michigan
$18.6K +$18.6K +2,250 New
SAM
185
Smartleaf Asset Management
Massachusetts
$18.2K – – –
AF
186
Advisornet Financial
Minnesota
$18.1K – – –
CAL
187
Capital Advisors Ltd
Ohio
$18K – – –
AF
188
Allworth Financial
California
$17.3K +$16.5K +2,000 +2,000%
FCA
189
FinTrust Capital Advisors
South Carolina
$16.7K – – –
OIA
190
Optimum Investment Advisors
Illinois
$16.5K – – –
CFGS
191
Concourse Financial Group Securities
Alabama
$16.3K – – –
GWM
192
Geneos Wealth Management
Colorado
$15.3K +$5.36K +650 +54%
JPMorgan Chase & Co
193
JPMorgan Chase & Co
New York
$14.2K +$14.2K +1,725 New
HCM
194
Highlander Capital Management
New Jersey
$14K – – –
CT
195
Cambridge Trust
Massachusetts
$12.7K – – –
SWM
196
Sugarloaf Wealth Management
Georgia
$11.7K – – –
CBT
197
CoreFirst Bank & Trust
Kansas
$11.3K – – –
HCM
198
Hollencrest Capital Management
California
$10.5K – – –
CFFP
199
Center for Financial Planning
Michigan
$8.25K +$8.25K +1,000 New
PMFA
200
Plante Moran Financial Advisors
Michigan
$6.19K – – –
6 7
8
9 10