BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $310M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.95M
3
UBS Group
3
UBS Group
Switzerland
$7.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.28M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$6.62M
3
Invesco
3
Invesco
Georgia
$18.4M
4
SWM
4
Spire Wealth Management
Virginia
$1.32M
5
CW
5
Cook Wealth
North Carolina
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
COLIM
51
City of London Investment Management
United Kingdom
$456K 51,487 -23,500 -31%
Creative Planning
52
Creative Planning
Kansas
$456K 51,622 -679 -1%
BKA
53
Brick & Kyle Associates
Pennsylvania
$448K 50,647 +2,340 +5%
NA
54
NewEdge Advisors
Louisiana
$446K 50,550 +17,455 +53%
WANY
55
Wealthspire Advisors (New York)
New York
$431K 48,787 +48,787 New
WMA
56
Wealth Management Associates
New Jersey
$426K 48,297 -3,197 -6%
CA
57
Corrado Advisors
New Jersey
$414K 46,920 – –
BAM
58
Belpointe Asset Management
Nevada
$403K 45,601 -6,130 -12%
PAG
59
Private Advisor Group
New Jersey
$398K 45,059 +24,271 +117%
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$392K 44,407 -2,865 -6%
HF
61
HRT Financial
New York
$379K 42,927 +42,927 New
DC
62
Davenport & Co
Virginia
$378K 42,820 – –
Northern Trust
63
Northern Trust
Illinois
$366K 41,437 +5,000 +14%
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$361K 40,884 +462 +1%
Brown Advisory
65
Brown Advisory
Maryland
$360K 40,796 – –
Deutsche Bank
66
Deutsche Bank
Germany
$355K 40,158 +694 +2%
BCA
67
Bay Colony Advisors
Massachusetts
$343K 35,734 +4,745 +15%
CPA
68
Capital Planning Advisors
California
$296K 33,535 -2,215 -6%
CI
69
Conning Inc
Connecticut
$293K 33,194 +573 +2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$290K 32,832 -10,730 -25%
DADC
71
D.A. Davidson & Co
Montana
$283K 32,011 -2,788 -8%
CFA
72
Cahill Financial Advisors
Minnesota
$274K 31,019 – –
Millennium Management
73
Millennium Management
New York
$268K 30,396 +18,735 +161%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$263K 29,826 +501 +2%
AAS
75
Ameritas Advisory Services
Nebraska
$257K 29,136 +1,807 +7%
1 2
3
4 5