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BlackRock Enhanced Equity Dividend Trust

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.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

4% more funds holding

Funds holding: 168175 (+7)

4% more capital invested

Capital invested by funds: $319M → $330M (+$11.4M)

0.01% more ownership

Funds ownership: 19.15%19.16% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$234K +$20.8K +2,313 +10%
Brown Advisory
77
Brown Advisory
Maryland
$228K
RBC
78
Roble Belko & Company
Pennsylvania
$217K
WS
79
Wedbush Securities
California
$216K
GA
80
Geller Advisors
New York
$214K
BBA
81
BLB&B Advisors
Pennsylvania
$212K
VCWA
82
Vanguard Capital Wealth Advisors
Colorado
$207K -$21.3K -2,370 -9%
AWM
83
AE Wealth Management
Kansas
$203K -$41.2K -4,581 -17%
IFWM
84
Institute for Wealth Management
Colorado
$200K
WI
85
Wintrust Investments
Illinois
$199K +$3.78K +420 +2%
VC
86
Vicus Capital
Pennsylvania
$192K
DWM
87
Dakota Wealth Management
Florida
$187K +$183K +20,328 New
WA
88
Waverly Advisors
Alabama
$182K
BTS
89
BB&T Securities
Virginia
$179K +$5.15K +573 +3%
LC
90
Lindbrook Capital
California
$174K
SFS
91
Sowell Financial Services
Arkansas
$172K +$168K +18,711 New
ISB
92
Iowa State Bank
Iowa
$171K
BCA
93
Bay Colony Advisors
Massachusetts
$170K +$10.8K +1,200 +7%
EW
94
Evoke Wealth
California
$168K +$165K +18,341 New
1WA
95
180 Wealth Advisors
Washington
$168K +$593 +66 +0.4%
FAIM
96
Financial Advocates Investment Management
Washington
$164K
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$153K -$15.1K -1,674 -9%
OAM
98
Occidental Asset Management
California
$149K +$17.3K +1,919 +13%
DAS
99
Dynamic Advisor Solutions
Arizona
$148K -$5.26K -585 -3%
IIC
100
Integrated Investment Consultants
Michigan
$142K