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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

159 hedge funds and large institutions have $305M invested in BlackRock Enhanced Equity Dividend Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
159
Holders Change
–
Holders Change %
0%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
57
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$21.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$13.3M
4
1CP
4
1607 Capital Partners
Virginia
$6.17M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.3M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$5.26M
2
RJA
2
Raymond James & Associates
Florida
$20.2M
3
Wells Fargo
3
Wells Fargo
California
$29.1M
4
SFS
4
Shaker Financial Services
Virginia
$2.32M
5
AAM
5
Advisors Asset Management
Colorado
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AIS
76
Accurate Investment Solutions
Pennsylvania
$254K 29,143 +437 +2%
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$254K 29,098 +25,660 +746%
SRC
78
Shufro Rose & Co
New York
– – -28,385 Closed
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$239K 27,423 +155 +0.6%
OC
80
Oakworth Capital
Alabama
$237K 26,500 – –
MOS
81
MGO One Seven
Ohio
$236K 27,043 -2,786 -9%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$233K 26,636 -1,899 -7%
SPC
83
Sigma Planning Corp
Michigan
$227K 25,954 -9,703 -27%
Walleye Trading
84
Walleye Trading
New York
$214K 24,500 -3,100 -11%
FAIM
85
Financial Advocates Investment Management
Washington
$209K 23,973 +11,635 +94%
IFWM
86
Institute for Wealth Management
Colorado
$207K 21,756 -46 -0.2%
GA
87
Geller Advisors
New York
$204K 23,334 – –
LCM
88
Landscape Capital Management
New Jersey
$201K 23,024 -10,086 -30%
WS
89
Wedbush Securities
California
$193K 22,081 +3,520 +19%
TSS
90
Two Sigma Securities
New York
$179K 20,551 +20,551 New
AWM
91
AE Wealth Management
Kansas
$171K 19,578 – –
Goldman Sachs
92
Goldman Sachs
New York
$169K 19,360 +5,184 +37%
FAAS
93
First Allied Advisory Services
California
$167K 19,306 +112 +0.6%
1WA
94
180 Wealth Advisors
Washington
$165K 18,807 +93 +0.5%
SFS
95
Sowell Financial Services
Arkansas
$164K 18,546 +38 +0.2%
ISB
96
Iowa State Bank
Iowa
$163K 18,667 – –
CAG
97
Crestwood Advisors Group
Massachusetts
$161K 18,440 – –
ASN
98
Advisory Services Network
Georgia
$161K 18,400 +400 +2%
CWM
99
Cornerstone Wealth Management
Missouri
$148K 17,320 +174 +1%
DAS
100
Dynamic Advisor Solutions
Arizona
$144K 16,447 +16,447 New
2 3
4
5 6