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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 %
HI
201
Harbour Investments
Wisconsin
$5.31K 650 -10,000 -94%
TJHA
202
Thomas J. Herzfeld Advisors
Florida
$4.88K 597 +24 +4%
GRP
203
Global Retirement Partners
California
$4.18K 512 – –
MA
204
Montag & Associates
Georgia
$3.81K 466 – –
IRC
205
Investors Research Corp
Georgia
$3.73K 457 +457 New
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$3.47K 425 -1,300 -75%
TWP
207
Triad Wealth Partners
Kansas
$1.27K 155 +155 New
TFF
208
The Family Firm
Maryland
$419 51 +51 New
FHC
209
First Heartland Consultants
Missouri
$86 10,488 +10,488 New
Fidelity Investments
210
Fidelity Investments
Massachusetts
$16 2 +2 New
AWM
211
Atticus Wealth Management
Florida
– – – –
SWA
212
Stratos Wealth Advisors
Ohio
– – -690,012 Closed
SWM
213
Spire Wealth Management
Virginia
– – -159,670 Closed
SIM
214
Stratos Investment Management
Ohio
– – -57,086 Closed
HIC
215
Hartline Investment Corp
Illinois
– – -37,762 Closed
Fisher Asset Management
216
Fisher Asset Management
Washington
– – -16,520 Closed
IWA
217
Icon Wealth Advisors
Texas
– – -16,427 Closed
JPWM
218
Jamison Private Wealth Management
Georgia
– – -15,637 Closed
CIBC World Market
219
CIBC World Market
Ontario, Canada
– – -14,795 Closed
SC
220
Savant Capital
Illinois
– – -14,464 Closed
BPA
221
Beacon Pointe Advisors
California
– – -11,300 Closed
KPWS
222
Kestra Private Wealth Services
Texas
– – -10,278 Closed
CFA
223
Cahill Financial Advisors
Minnesota
– – -10,170 Closed
FCA
224
FinTrust Capital Advisors
South Carolina
– – -2,024 Closed
CBT
225
CoreFirst Bank & Trust
Kansas
– – -1,364 Closed
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