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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

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

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
Morgan Stanley
1
Morgan Stanley
New York
$33.8M -$7.96M -915,224 -18%
Raymond James Financial
2
Raymond James Financial
Florida
$28.7M +$30.2M +3,471,052 New
Wells Fargo
3
Wells Fargo
California
$25.7M +$343K +39,417 +1%
Invesco
4
Invesco
Georgia
$18.5M -$2.36M -271,707 -11%
GC
5
Guggenheim Capital
Illinois
$17M +$1.46M +167,398 +9%
LPL Financial
6
LPL Financial
California
$12.1M +$264K +30,320 +2%
Stifel Financial
7
Stifel Financial
Missouri
$9.08M +$862K +99,097 +10%
AAM
8
Advisors Asset Management
Colorado
$8.97M -$313 -36 -0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.54M +$73.4K +8,438 +0.9%
UBS Group
10
UBS Group
Switzerland
$7.52M +$131K +15,071 +2%
KIM
11
Karpus Investment Management
New York
$5.33M -$270K -31,010 -5%
WW
12
Waterfront Wealth
Kansas
$5.14M +$203K +23,355 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.74M -$58.6K -6,741 -1%
BIG
14
Boothe Investment Group
Delaware
$4.73M +$372K +42,805 +8%
AA
15
AQR Arbitrage
Connecticut
$4.71M -$5.25M -603,906 -52%
CW
16
Cook Wealth
North Carolina
$4.58M -$1.1M -125,959 -19%
Bank of America
17
Bank of America
North Carolina
$4.39M -$1.5M -172,675 -25%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$4.25M +$1.62M +185,989 +57%
SFS
19
Shaker Financial Services
Virginia
$4.04M +$2.32M +266,733 +121%
Ameriprise
20
Ameriprise
Minnesota
$3.29M -$380K -43,706 -10%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$2.75M -$3.3M -379,386 -53%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.21M -$18.6K -2,136 -0.8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.19M +$838K +96,332 +57%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.13M +$48.1K +5,534 +2%
SPIA
25
Steward Partners Investment Advisory
New York
$2.12M +$43.6K +5,008 +2%
1
2 3 4 5

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.