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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.

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

Top Sellers

1
RVPG
1
Relative Value Partners Group
$11.9M
2
RBC
2
Roble Belko & Company
Pennsylvania
$6K
3
1CP
3
1607 Capital Partners
Virginia
$6.05M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$7.04M
5
Invesco
5
Invesco
Georgia
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ISB
76
Iowa State Bank
Iowa
$169K 18,667 – –
COLIM
77
City of London Investment Management
United Kingdom
$167K 18,381 – –
CAG
78
Crestwood Advisors Group
Massachusetts
$167K 18,440 +18,440 New
FAAS
79
First Allied Advisory Services
California
$164K 18,150 -1,258 -6%
JIR
80
James Investment Research
Ohio
$162K 17,820 -26,610 -60%
CWM
81
Cornerstone Wealth Management
Missouri
$155K 16,976 +171 +1%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$151K 16,636 +16,636 New
LS
83
Lattice Strategies
Pennsylvania
$145K 15,980 – –
RMC
84
Regis Management Company
California
$142K 15,709 – –
MWM
85
Merriman Wealth Management
Washington
$129K 14,267 +14,267 New
OAM
86
Occidental Asset Management
California
$120K 13,185 – –
WA
87
WESPAC Advisors
California
$119K 13,080 – –
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$119K 13,054 +13,054 New
AOWM
89
Alpha Omega Wealth Management
Virginia
$118K 13,056 -486 -4%
IIC
90
Integrated Investment Consultants
Michigan
$118K 13,000 – –
CAN
91
Cetera Advisor Networks
California
$113K 12,411 -1,122 -8%
WI
92
Wintrust Investments
Illinois
$112K 12,392 +449 +4%
ASN
93
Advisory Services Network
Georgia
$109K 12,000 – –
CHC
94
City Holding Co
West Virginia
$105K 11,585 – –
SPIA
95
Steward Partners Investment Advisory
New York
$103K 11,417 +14 +0.1%
CA
96
Corrado Advisors
New Jersey
$101K 11,119 -6,525 -37%
SWP
97
Stratos Wealth Partners
Ohio
$100K 11,043 -4,106 -27%
VWA
98
V Wealth Advisors
Kansas
$100K 10,941 – –
WS
99
Wela Strategies
Georgia
$97K 10,641 -97,847 -90%
WA
100
Waverly Advisors
Alabama
$97K 10,648 – –
2 3
4
5 6