BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

210 hedge funds and large institutions have $307M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
65
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.3M
2
KIM
2
Karpus Investment Management
New York
$2.49M
3
SFS
3
Shaker Financial Services
Virginia
$3.65M
4
AA
4
AQR Arbitrage
Connecticut
$13.2M
5
GC
5
Guggenheim Capital
Illinois
$15.2M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.1M
3
LCM
3
Landscape Capital Management
New Jersey
$4.88M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$60K 7,348 -5,973 -45%
NSIM
177
North Star Investment Management
Illinois
$59.4K 7,266 – –
CP
178
Camelot Portfolios
Ohio
$46.1K 5,645 +5,645 New
CHC
179
City Holding Co
West Virginia
$45K 5,512 – –
CAM
180
Creekmur Asset Management
Illinois
$37.1K 4,541 +74 +2%
NCM
181
Northwest Capital Management
Oregon
$35.7K 4,375 – –
CP
182
Castleview Partners
Texas
$33.7K 4,119 +4,119 New
GWSG
183
GPS Wealth Strategies Group
Colorado
$26.1K 3,200 – –
TCG
184
Transcendent Capital Group
Oklahoma
$21.9K 2,685 – –
AF
185
Allworth Financial
California
$19.8K 2,425 +325 +15%
CA
186
CoreCap Advisors
Michigan
$18.4K 2,250 – –
CAL
187
Capital Advisors Ltd
Ohio
$18K 2,230 – –
AF
188
Advisornet Financial
Minnesota
$18K 2,199 – –
SAM
189
Smartleaf Asset Management
Massachusetts
$17.9K 2,200 – –
OIA
190
Optimum Investment Advisors
Illinois
$16.3K 2,000 – –
CFGS
191
Concourse Financial Group Securities
Alabama
$16.1K 1,973 – –
IA
192
IFP Advisors
Florida
$15.6K 1,906 -81,651 -98%
GWM
193
Geneos Wealth Management
Colorado
$15.1K 1,852 – –
SWM
194
Sugarloaf Wealth Management
Georgia
$11.6K 1,416 – –
HCM
195
Hollencrest Capital Management
California
$10.4K 1,271 – –
BHWM
196
Beaird Harris Wealth Management
Texas
$7.83K 958 +958 New
HNB
197
Hilltop National Bank
Wyoming
$6.54K 800 +800 New
PMFA
198
Plante Moran Financial Advisors
Michigan
$6.13K 750 – –
CA
199
Clearstead Advisors
Ohio
$6.13K 750 +750 New
PA
200
Parallel Advisors
California
$5.44K 666 – –
6 7
8
9 10