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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$28.7M
2
SFS
2
Shaker Financial Services
Virginia
$4.04M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.25M
4
GC
4
Guggenheim Capital
Illinois
$17M
5
WA
5
Waverly Advisors
Alabama
$954K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.8M
2
AA
2
AQR Arbitrage
Connecticut
$4.71M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.75M
5
IAIM
5
International Assets Investment Management
Florida
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.8M 4,087,905 -915,224 -18%
Raymond James Financial
2
Raymond James Financial
Florida
$28.7M 3,471,052 +3,471,052 New
Wells Fargo
3
Wells Fargo
California
$25.7M 3,105,800 +39,417 +1%
Invesco
4
Invesco
Georgia
$18.5M 2,229,869 -271,707 -11%
GC
5
Guggenheim Capital
Illinois
$17M 2,057,071 +167,398 +9%
LPL Financial
6
LPL Financial
California
$12.1M 1,455,651 +30,320 +2%
Stifel Financial
7
Stifel Financial
Missouri
$9.08M 1,096,063 +99,097 +10%
AAM
8
Advisors Asset Management
Colorado
$8.97M 1,082,990 -36 -0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.54M 910,853 +8,438 +0.9%
UBS Group
10
UBS Group
Switzerland
$7.52M 908,165 +15,071 +2%
KIM
11
Karpus Investment Management
New York
$5.33M 643,199 -31,010 -5%
WW
12
Waterfront Wealth
Kansas
$5.14M 621,219 +23,355 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.74M 572,473 -6,741 -1%
BIG
14
Boothe Investment Group
Delaware
$4.73M 570,806 +42,805 +8%
AA
15
AQR Arbitrage
Connecticut
$4.71M 568,429 -603,906 -52%
CW
16
Cook Wealth
North Carolina
$4.58M 521,586 -125,959 -19%
Bank of America
17
Bank of America
North Carolina
$4.39M 529,646 -172,675 -25%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$4.25M 513,309 +185,989 +57%
SFS
19
Shaker Financial Services
Virginia
$4.04M 487,926 +266,733 +121%
Ameriprise
20
Ameriprise
Minnesota
$3.29M 397,896 -43,706 -10%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$2.75M 331,710 -379,386 -53%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.21M 267,378 -2,136 -0.8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.19M 264,337 +96,332 +57%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.13M 257,602 +5,534 +2%
SPIA
25
Steward Partners Investment Advisory
New York
$2.12M 255,945 +5,008 +2%
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