BlackRock Enhanced Equity Dividend Trust
210 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 23 closing their positions.
2% more capital invested
Capital invested by funds: $308M → $314M (+$6.02M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 20.27% → 19.52% (-0.74%)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
1% less funds holding
Funds holding: 213 → 210 (-3)
29% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.46M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.1M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.74M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.29M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$8.87M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$3.7M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.69M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.1M |
| 5 |
CW
Cook Wealth
Raleigh,
North Carolina
|
-$2.63M |
BDJ Hedge Fund Activity: Q3 2024 in Review
210 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Equity Dividend Trust (BDJ) for Q3 2024, worth a combined $314M — up 2% from $308M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BDJ and 21 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 59 added.
The largest buyer was Allspring Global Investments, adding an estimated $3.46M. The largest seller was Cornerstone Advisors, cutting an estimated $8.87M.
- 210 institutional investors held BlackRock Enhanced Equity Dividend Trust (BDJ) as of Q3 2024, down from 213 in Q2 2024.
- Funds reported $314M of BlackRock Enhanced Equity Dividend Trust stock for Q3 2024, up 2% quarter-over-quarter.
- 21 funds opened new BlackRock Enhanced Equity Dividend Trust positions in Q3 2024 and 23 closed out, a net change of -2 holders.
- The largest BlackRock Enhanced Equity Dividend Trust buyer in Q3 2024 was Allspring Global Investments, an estimated $3.46M added.
- The largest BlackRock Enhanced Equity Dividend Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $8.87M sold.
Based on aggregated 13F filings for Q3 2024.