BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

175 hedge funds and large institutions have $330M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
51
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
1
James Investment Research
Ohio
$2.97M
2
Bank of America
2
Bank of America
North Carolina
$11M
3
BIG
3
Boothe Investment Group
Delaware
$2.93M
4
PPA
4
Parametric Portfolio Associates
Washington
$26.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$16.5M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SFS
2
Shaker Financial Services
Virginia
$968K
3
CAN
3
Claraphi Advisory Network
United States
$739K
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$1.65M
5
1CP
5
1607 Capital Partners
Virginia
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$234K 25,566 +2,313 +10%
Brown Advisory
77
Brown Advisory
Maryland
$228K 24,785 – –
RBC
78
Roble Belko & Company
Pennsylvania
$217K 23,619 – –
WS
79
Wedbush Securities
California
$216K 23,536 – –
GA
80
Geller Advisors
New York
$214K 23,334 – –
BBA
81
BLB&B Advisors
Pennsylvania
$212K 23,146 – –
VCWA
82
Vanguard Capital Wealth Advisors
Colorado
$207K 22,620 -2,370 -9%
AWM
83
AE Wealth Management
Kansas
$203K 22,088 -4,581 -17%
IFWM
84
Institute for Wealth Management
Colorado
$200K 21,756 – –
WI
85
Wintrust Investments
Illinois
$199K 21,690 +420 +2%
VC
86
Vicus Capital
Pennsylvania
$192K 20,917 – –
DWM
87
Dakota Wealth Management
Florida
$187K 20,328 +20,328 New
WA
88
Waverly Advisors
Alabama
$182K 19,812 – –
BTS
89
BB&T Securities
Virginia
$179K 19,558 +573 +3%
LC
90
Lindbrook Capital
California
$174K 19,000 – –
SFS
91
Sowell Financial Services
Arkansas
$172K 18,711 +18,711 New
ISB
92
Iowa State Bank
Iowa
$171K 18,667 – –
BCA
93
Bay Colony Advisors
Massachusetts
$170K 18,565 +1,200 +7%
EW
94
Evoke Wealth
California
$168K 18,341 +18,341 New
1WA
95
180 Wealth Advisors
Washington
$168K 18,646 +66 +0.4%
FAIM
96
Financial Advocates Investment Management
Washington
$164K 17,842 – –
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$153K 16,722 -1,674 -9%
OAM
98
Occidental Asset Management
California
$149K 16,208 +1,919 +13%
DAS
99
Dynamic Advisor Solutions
Arizona
$148K 16,136 -585 -3%
IIC
100
Integrated Investment Consultants
Michigan
$142K 15,500 – –
2 3
4
5 6