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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

161 hedge funds and large institutions have $294M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
53
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$6.32M
2
SWA
2
Stratos Wealth Advisors
Ohio
$5.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.8M
4
SFS
4
Shaker Financial Services
Virginia
$4.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.27M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
SDAM
4
Shulman DeMeo Asset Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$482K +$1.29K +132 +0.3%
LWA
52
Lenox Wealth Advisors
New York
$478K – – –
WANY
53
Wealthspire Advisors (New York)
New York
$478K +$478K +48,787 New
CA
54
Corrado Advisors
New Jersey
$475K – – –
BKA
55
Brick & Kyle Associates
Pennsylvania
$474K -$2.75K -279 -0.6%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$472K -$4.91K -500 -1%
DC
57
Davenport & Co
Virginia
$409K – – –
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$409K +$3.88K +396 +1%
Brown Advisory
59
Brown Advisory
Maryland
$407K +$102K +10,441 +34%
Deutsche Bank
60
Deutsche Bank
Germany
$366K +$5.33K +543 +1%
CPA
61
Capital Planning Advisors
California
$350K – – –
Northern Trust
62
Northern Trust
Illinois
$346K +$68.6K +7,000 +25%
CFA
63
Cahill Financial Advisors
Minnesota
$316K +$11.7K +1,192 +4%
BCA
64
Bay Colony Advisors
Massachusetts
$315K +$127 +13 +0%
DADC
65
D.A. Davidson & Co
Montana
$314K -$47.1K -4,805 -13%
VVP
66
Venture Visionary Partners
Ohio
$310K +$66.4K +6,777 +27%
MAFM
67
Mid Atlantic Financial Management
Pennsylvania
$307K +$114K +11,575 +59%
CI
68
Conning Inc
Connecticut
$302K +$4.4K +449 +1%
OIM
69
Oder Investment Management
California
$282K – – –
CG
70
CFO4Life Group
Texas
$280K +$4.11K +420 +1%
KeyBank National Association
71
KeyBank National Association
Ohio
$270K – – –
SWM
72
SeaCrest Wealth Management
New York
$268K -$30.8K -3,145 -10%
WAM
73
WNY Asset Management
New York
$267K – – –
SRC
74
Shufro Rose & Co
New York
$267K – – –
SPC
75
Sigma Planning Corp
Michigan
$264K -$1.7K -173 -0.6%
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