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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 %
Morgan Stanley
1
Morgan Stanley
New York
$40.3M 4,927,030 +406,245 +9%
Wells Fargo
2
Wells Fargo
California
$26.6M 3,250,760 -62,178 -2%
Invesco
3
Invesco
Georgia
$19.7M 2,415,167 -94,396 -4%
RJA
4
Raymond James & Associates
Florida
$16.7M 2,038,679 -68,312 -3%
GC
5
Guggenheim Capital
Illinois
$15.2M 1,862,080 +177,722 +11%
AA
6
AQR Arbitrage
Connecticut
$13.2M 1,613,502 +194,204 +14%
CA
7
Cornerstone Advisors
North Carolina
$12M 1,463,595 – –
LPL Financial
8
LPL Financial
California
$11.4M 1,394,111 +45,235 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.1M 1,234,962 -343,347 -22%
AAM
10
Advisors Asset Management
Colorado
$8.51M 1,041,600 +156,974 +18%
UBS Group
11
UBS Group
Switzerland
$8.35M 1,022,239 +1,166 +0.1%
Stifel Financial
12
Stifel Financial
Missouri
$7.96M 974,418 -10,810 -1%
CW
13
Cook Wealth
North Carolina
$7.93M 961,427 -79,347 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.3M 892,715 +13,426 +2%
Bank of America
15
Bank of America
North Carolina
$6.31M 772,474 +13,510 +2%
LCM
16
Landscape Capital Management
New Jersey
$4.88M 597,510 -260,510 -30%
WAM
17
Wolverine Asset Management
Illinois
$4.85M 594,224 +43,018 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.59M 561,161 -42,656 -7%
WW
19
Waterfront Wealth
Kansas
$4.52M 553,566 +15,695 +3%
BIG
20
Boothe Investment Group
Delaware
$4.09M 500,898 +27,603 +6%
Ameriprise
21
Ameriprise
Minnesota
$3.74M 459,285 +20,216 +5%
SFS
22
Shaker Financial Services
Virginia
$3.65M 446,818 +224,647 +101%
KIM
23
Karpus Investment Management
New York
$2.49M 304,585 +268,075 +734%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$2.44M 298,597 +66,052 +28%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.23M 272,393 +2,332 +0.9%
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