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BlackRock Enhanced Equity Dividend Trust

175 hedge funds and large institutions have $330M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

4% more funds holding

Funds holding: 168175 (+7)

4% more capital invested

Capital invested by funds: $319M → $330M (+$11.4M)

0.01% more ownership

Funds ownership: 19.15%19.16% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
51
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
26
Shulman DeMeo Asset Management
New York
$1.67M -$4.9K -545 -0.3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.66M +$25.2K +2,805 +2%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$1.65M -$2.18M -242,900 -57%
AG
29
Advisor Group
Arizona
$1.62M +$149K +16,613 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.61M +$7.14K +794 +0.5%
WMA
31
Wealth Management Associates
New Jersey
$1.47M +$32.7K +3,635 +2%
WA
32
WealthTrust Axiom
Pennsylvania
$1.32M -$17.9K -1,994 -1%
Creative Planning
33
Creative Planning
Kansas
$1.08M +$5.26K +585 +0.5%
UCFA
34
United Capital Financial Advisors
Texas
$1.06M +$2.56K +285 +0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$979K +$47.5K +5,285 +5%
SFS
36
Shaker Financial Services
Virginia
$968K -$2.79M -310,786 -75%
WBG
37
Wharton Business Group
Pennsylvania
$957K
IWM
38
IHT Wealth Management
Illinois
$893K +$105K +11,654 +14%
CL
39
CSS LLC
Illinois
$781K
SWP
40
Stratos Wealth Partners
Ohio
$741K +$4.66K +518 +0.6%
CAN
41
Claraphi Advisory Network
United States
$739K -$2.58M -287,091 -78%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$674K -$42.3K -4,705 -6%
WAM
43
Weiss Asset Management
Massachusetts
$668K +$654K +72,725 New
CFA
44
Cahill Financial Advisors
Minnesota
$612K +$8.99K +1,000 +2%
COLIM
45
City of London Investment Management
United Kingdom
$510K -$313K -34,800 -39%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$504K +$113K +12,609 +30%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$502K
JGIA
48
Jackson Grant Investment Advisers
Connecticut
$478K +$5.49K +611 +1%
HCM
49
Hollencrest Capital Management
California
$471K
LWA
50
Lenox Wealth Advisors
New York
$448K