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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

133 hedge funds and large institutions have $312M invested in BlackRock Enhanced Equity Dividend Trust in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
42
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$12.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.88M
3
SFS
Shaker Financial Services
Virginia
$2.54M
4
Wells Fargo
Wells Fargo
California
$41.1M
5
Cohen & Steers
Cohen & Steers
New York
$1.37M

Top Sellers

1
RVPG
Relative Value Partners Group
$11.9M
2
RBC
Roble Belko & Company
Pennsylvania
$6K
3
1CP
1607 Capital Partners
Virginia
$6.05M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$7.04M
5
Invesco
Invesco
Georgia
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$382K +$68.5K +7,555 +22%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$375K +$161K +17,748 +75%
Millennium Management
53
Millennium Management
New York
$358K +$160K +17,608 +81%
SB
54
Suntrust Banks
Georgia
$338K -$108K -11,904 -24%
HNB
55
Huntington National Bank
Ohio
$328K -$228K – –
SPC
56
Sigma Planning Corp
Michigan
$315K +$9.62K +1,059 +3%
PCM
57
Pointe Capital Management
Michigan
$306K -$30.9K -3,400 -9%
CRC
58
Curi RMB Capital
Illinois
$289K -$315K -34,678 -52%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$289K -$14.9K -1,646 -5%
Goldman Sachs
60
Goldman Sachs
New York
$260K +$28.3K +3,123 +12%
SRC
61
Shufro Rose & Co
New York
$257K -$250K -28,385 Closed
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$257K -$10.8K -1,188 -4%
Brown Advisory
63
Brown Advisory
Maryland
$257K +$37.2K +4,098 +17%
AIS
64
Accurate Investment Solutions
Pennsylvania
$256K +$3.98K +440 +2%
KeyBank National Association
65
KeyBank National Association
Ohio
$254K – – –
PAS
66
Park Avenue Securities
New York
$248K +$102K +11,197 +69%
ICOA
67
Investment Centers of America
North Dakota
$244K – – –
SFG
68
StrategIQ Financial Group
Indiana
$234K -$227K – –
OC
69
Oakworth Capital
Alabama
$234K +$234K +26,500 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$213K +$20K +2,203 +10%
GA
71
Geller Advisors
New York
$212K +$26.1K +2,873 +14%
PAG
72
Private Advisor Group
New Jersey
$195K -$676K -74,045 -78%
DADC
73
D.A. Davidson & Co
Montana
$179K +$17.3K +1,917 +11%
SFS
74
Sowell Financial Services
Arkansas
$171K -$17.5K -1,889 -9%
BBA
75
BLB&B Advisors
Pennsylvania
$170K +$37K +4,079 +28%
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