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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$33.8M
2
AA
AQR Arbitrage
Connecticut
$4.71M
3
CA
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
International Assets Investment Management
Florida
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$5.51K – – –
CBT
202
CoreFirst Bank & Trust
Kansas
$5.5K – – –
TJHA
203
Thomas J. Herzfeld Advisors
Florida
$5.27K +$248 +30 +5%
CAWM
204
Capital A Wealth Management
Pennsylvania
$5.21K +$5.21K +629 New
HI
205
Harbour Investments
Wisconsin
$4.22K -$571 -69 -12%
MA
206
Montag & Associates
Georgia
$3.86K – – –
AF
207
Allworth Financial
California
$3.71K -$17.5K -2,000 -82%
IRC
208
Investors Research Corp
Georgia
$2.84K -$944 -114 -25%
PMFA
209
Plante Moran Financial Advisors
Michigan
$2.49K -$820 -99 -25%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$1.6K +$1.6K +193 New
RDIA
211
RE Dickinson Investment Advisors
Iowa
$1K +$1K +10 New
PAM
212
Parvin Asset Management
South Dakota
$828 +$828 +100 New
NS
213
NBC Securities
Alabama
$567 -$726K -87,018 -100%
FDW
214
Fourth Dimension Wealth
Ohio
$149 +$149 +18 New
AWM
215
Atticus Wealth Management
Florida
$1 – – –
CA
216
Cornerstone Advisors
North Carolina
– -$3.5M -404,507 Closed
SIA
217
Sit Investment Associates
Minnesota
– -$2.37M -273,630 Closed
1CP
218
1607 Capital Partners
Virginia
– -$1.77M -204,900 Closed
WAM
219
Wolverine Asset Management
Illinois
– -$1.33M -153,615 Closed
PAMP
220
Polar Asset Management Partners
Ontario, Canada
– -$1.12M -130,000 Closed
HI
221
Hoey Investments
Pennsylvania
– -$612K -74,904 Closed
LTI
222
Laffer Tengler Investments
Tennessee
– -$590K -68,156 Closed
Deutsche Bank
223
Deutsche Bank
Germany
– -$386K -44,656 Closed
SCM
224
Saba Capital Management
New York
– -$363K -41,984 Closed
CI
225
Conning Inc
Connecticut
– -$288K -33,255 Closed
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9
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