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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
SSG
176
Summit Securities Group
New York
$37.5K +$39.4K +4,533 New
NCM
177
Northwest Capital Management
Oregon
$36.2K – – –
CP
178
Castleview Partners
Texas
$32.3K -$2.65K -305 -7%
VHAM
179
Van Hulzen Asset Management
California
$29.3K +$30.8K +3,535 New
WI
180
Wintrust Investments
Illinois
$29K -$1.44K -166 -4%
GWSG
181
GPS Wealth Strategies Group
Colorado
$26.5K – – –
TCG
182
Transcendent Capital Group
Oklahoma
$22.2K – – –
SAM
183
Smartleaf Asset Management
Massachusetts
$18.3K – – –
AF
184
Advisornet Financial
Minnesota
$18.2K – – –
CAL
185
Capital Advisors Ltd
Ohio
$18K – – –
IA
186
IFP Advisors
Florida
$15.8K – – –
FFO
187
Fortitude Family Office
Arizona
$15.1K – – –
HNB
188
Huntington National Bank
Ohio
$13.9K – – –
CFGS
189
Concourse Financial Group Securities
Alabama
$13.8K – – –
WA
190
WPG Advisers
Maryland
$13.8K +$14.5K +1,668 New
SWM
191
Sugarloaf Wealth Management
Georgia
$11.7K – – –
OIA
192
Optimum Investment Advisors
Illinois
$9.92K -$3.44K -396 -25%
WTFG
193
Wood Tarver Financial Group
Idaho
$9K +$9.46K +1,087 New
HCM
194
Hollencrest Capital Management
California
$8.39K – – –
US Bancorp
195
US Bancorp
Minnesota
$8.11K – – –
EB
196
Eastern Bank
Massachusetts
$7.64K -$2.64K -304 -25%
HNB
197
Hilltop National Bank
Wyoming
$6.62K – – –
SIS
198
Sound Income Strategies
Florida
$6.62K +$6.96K +800 New
JP Morgan Chase
199
JP Morgan Chase
New York
$6.58K -$41.3K -4,744 -86%
CA
200
Clearstead Advisors
Ohio
$6.21K – – –
6 7
8
9 10

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.