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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

159 hedge funds and large institutions have $343M invested in BlackRock Enhanced Equity Dividend Trust in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
50
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$2.79M
2
UBS Group
2
UBS Group
Switzerland
$18.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
1CP
4
1607 Capital Partners
Virginia
$8.74M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$17M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$919K
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$644K
4
PAG
4
Private Advisory Group
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$1.6M 168,821 +20,867 +14%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.39M 146,337 +40,427 +38%
WA
28
WealthTrust Axiom
Pennsylvania
$1.38M 145,017 -5,673 -4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.28M 134,804 +10,948 +9%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.13M 118,955 -5,887 -5%
Creative Planning
31
Creative Planning
Kansas
$1.04M 109,434 -523 -0.5%
WBG
32
Wharton Business Group
Pennsylvania
$990K 104,275 – –
WS
33
Wela Strategies
Georgia
$952K 100,320 +100,320 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$919K 96,805 -181,401 -65%
RVPG
35
Relative Value Partners Group
$834K 87,848 -59,244 -40%
CL
36
CSS LLC
Illinois
$808K 85,093 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$796K 83,856 +53,397 +175%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$758K 79,850 +49,220 +161%
SWP
39
Stratos Wealth Partners
Ohio
$718K 75,615 -37 -0%
MML Investors Services
40
MML Investors Services
Massachusetts
$674K 70,990 +32,148 +83%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$644K 67,861 -151,375 -69%
UCFA
42
United Capital Financial Advisors
Texas
$628K 66,155 +4,475 +7%
CFA
43
Cahill Financial Advisors
Minnesota
$574K 60,437 – –
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$567K 59,757 -4,263 -7%
SWM
45
SeaCrest Wealth Management
New York
$543K 57,213 -915 -2%
JGIA
46
Jackson Grant Investment Advisers
Connecticut
$531K 55,961 +309 +0.6%
Northern Trust
47
Northern Trust
Illinois
$490K 51,710 – –
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$486K 51,237 -5,436 -10%
OA
49
Oxbow Advisors
Texas
$448K 47,254 – –
HCM
50
Hollencrest Capital Management
California
$438K 51,271 – –
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