BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.2M
2
WAM
2
Wolverine Asset Management
Illinois
$5.22M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
AA
4
AQR Arbitrage
Connecticut
$3.56M
5
BIG
5
Boothe Investment Group
Delaware
$3.23M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.4M
2
CW
2
Cook Wealth
North Carolina
$13.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
SI
4
Stephens Inc
Arkansas
$665K
5
SI
5
Saxon Interests
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$627K 82,383 +994 +1%
PAG
52
Private Advisor Group
New Jersey
$584K 76,694 -1,709 -2%
SS
53
Sunbelt Securities
Texas
$584K 76,678 – –
KAS
54
Kestra Advisory Services
Texas
$566K 74,439 -6,685 -8%
ASN
55
Advisory Services Network
Georgia
$561K 73,690 -2,736 -4%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$558K 73,290 +73,290 New
FAIM
57
Financial Advocates Investment Management
Washington
$550K 72,290 +9,474 +15%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$543K 71,289 +157 +0.2%
PVM
59
Palogic Value Management
Texas
$453K 59,500 – –
SC
60
Stolper & Co
Oklahoma
$446K 58,568 +58,568 New
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$433K 56,896 -454 -0.8%
BKA
62
Brick & Kyle Associates
Pennsylvania
$381K 50,058 +65 +0.1%
WANY
63
Wealthspire Advisors (New York)
New York
$371K 48,787 – –
DADC
64
D.A. Davidson & Co
Montana
$370K 48,658 +7,875 +19%
EM
65
ELCO Management
New York
$356K 46,724 -1,976 -4%
Deutsche Bank
66
Deutsche Bank
Germany
$353K 46,415 +949 +2%
CA
67
Corrado Advisors
New Jersey
$342K 45,005 – –
JGIA
68
Jackson Grant Investment Advisers
Connecticut
$342K 44,954 +629 +1%
Creative Planning
69
Creative Planning
Kansas
$317K 41,709 -3,300 -7%
BCA
70
Bay Colony Advisors
Massachusetts
$300K 39,433 -1,728 -4%
NA
71
NewEdge Advisors
Louisiana
$293K 38,539 -767 -2%
CI
72
Conning Inc
Connecticut
$292K 38,368 +785 +2%
Comerica Bank
73
Comerica Bank
Texas
$285K 37,498 +37,498 New
DC
74
Davenport & Co
Virginia
$283K 37,128 -2,382 -6%
VVP
75
Venture Visionary Partners
Ohio
$273K 35,883 – –
1 2
3
4 5