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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

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.

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
–

Top Buyers

1
JIR
1
James Investment Research
Ohio
$2.97M
2
Bank of America
2
Bank of America
North Carolina
$11M
3
BIG
3
Boothe Investment Group
Delaware
$2.93M
4
PPA
4
Parametric Portfolio Associates
Washington
$26.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$16.5M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SFS
2
Shaker Financial Services
Virginia
$968K
3
CAN
3
Claraphi Advisory Network
United States
$739K
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$1.65M
5
1CP
5
1607 Capital Partners
Virginia
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SDAM
26
Shulman DeMeo Asset Management
New York
$1.67M 181,952 -545 -0.3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.66M 181,254 +2,805 +2%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$1.65M 179,683 -242,900 -57%
AG
29
Advisor Group
Arizona
$1.62M 176,783 +16,613 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.61M 175,190 +794 +0.5%
WMA
31
Wealth Management Associates
New Jersey
$1.47M 159,609 +3,635 +2%
WA
32
WealthTrust Axiom
Pennsylvania
$1.32M 144,126 -1,994 -1%
Creative Planning
33
Creative Planning
Kansas
$1.08M 117,739 +585 +0.5%
UCFA
34
United Capital Financial Advisors
Texas
$1.06M 115,207 +285 +0.2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$979K 106,673 +5,285 +5%
SFS
36
Shaker Financial Services
Virginia
$968K 105,402 -310,786 -75%
WBG
37
Wharton Business Group
Pennsylvania
$957K 104,275 – –
IWM
38
IHT Wealth Management
Illinois
$893K 95,451 +11,654 +14%
CL
39
CSS LLC
Illinois
$781K 85,093 – –
SWP
40
Stratos Wealth Partners
Ohio
$741K 80,715 +518 +0.6%
CAN
41
Claraphi Advisory Network
United States
$739K 80,469 -287,091 -78%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$674K 73,374 -4,705 -6%
WAM
43
Weiss Asset Management
Massachusetts
$668K 72,725 +72,725 New
CFA
44
Cahill Financial Advisors
Minnesota
$612K 66,648 +1,000 +2%
COLIM
45
City of London Investment Management
United Kingdom
$510K 55,426 -34,800 -39%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$504K 54,992 +12,609 +30%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$502K 54,637 – –
JGIA
48
Jackson Grant Investment Advisers
Connecticut
$478K 52,055 +611 +1%
HCM
49
Hollencrest Capital Management
California
$471K 51,271 – –
LWA
50
Lenox Wealth Advisors
New York
$448K 48,787 – –
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