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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

210 hedge funds and large institutions have $304M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
210
Holders Change
+15
Holders Change %
+7.69%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
55
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.8M
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
CA
3
Cornerstone Advisors
North Carolina
$9.15M
4
AA
4
AQR Arbitrage
Connecticut
$7.86M
5
LCM
5
Landscape Capital Management
New Jersey
$5.79M

Top Sellers

1
CW
1
Cook Wealth
North Carolina
$9.99M
2
SFS
2
Shaker Financial Services
Virginia
$3.59M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.12M
5
GA
5
GraniteShares Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.96M -$43.3K -5,631 -2%
WW
27
Waterfront Wealth
Kansas
$1.89M +$17K +2,210 +0.9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.71M -$819K -106,498 -32%
CAN
29
Cetera Advisor Networks
California
$1.42M -$455K -59,107 -24%
MOS
30
MGO One Seven
Ohio
$1.38M +$1.28M +166,558 +1,340%
WAM
31
WNY Asset Management
New York
$1.34M – – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$408K -53,094 -23%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.25M -$250K -32,469 -17%
SWM
34
Spire Wealth Management
Virginia
$1.24M +$79.1K +10,232 +7%
CWM
35
Centurion Wealth Management
Virginia
$1.15M -$5.3K -689 -0.5%
SDAM
36
Shulman DeMeo Asset Management
New York
$1.12M -$454 -59 -0%
CA
37
Claro Advisors
Massachusetts
$1.1M +$984K +127,894 +815%
RJT
38
Raymond James Trust
Florida
$1M +$17.7K +2,296 +2%
AWS
39
Atria Wealth Solutions
New York
$1M -$816K -106,076 -45%
9WM
40
9258 Wealth Management
Ohio
$913K -$22.9K -2,975 -2%
DJYG
41
David J. Yvars Group
Florida
$875K -$641K -82,907 -42%
IWM
42
IHT Wealth Management
Illinois
$874K +$5.38K +700 +0.6%
WA
43
WealthTrust Axiom
Pennsylvania
$843K -$9.83K -1,278 -1%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$842K -$34.8K -4,528 -4%
NS
45
NBC Securities
Alabama
$762K +$78K +10,149 +11%
SI
46
Saxon Interests
Texas
$682K +$682K +88,646 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$667K +$229K +29,819 +52%
IA
48
IFP Advisors
Florida
$665K -$223K -28,937 -25%
KF
49
Krilogy Financial
Missouri
$659K -$23.1K -3,000 -3%
FAIM
50
Financial Advocates Investment Management
Washington
$652K +$95.9K +12,471 +17%
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