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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

185 hedge funds and large institutions have $345M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
51
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$9.12M
2
Invesco
2
Invesco
Georgia
$24.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.6M
4
APW
4
Aurora Private Wealth
New Jersey
$1.18M
5
LPL Financial
5
LPL Financial
California
$11.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$21.1M
2
1CP
2
1607 Capital Partners
Virginia
$9.36M
3
JIR
3
James Investment Research
Ohio
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
GC
5
Guggenheim Capital
Illinois
$5.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
76
Pointe Capital Management
Michigan
$280K 28,200 – –
CI
77
Conning Inc
Connecticut
$266K 26,796 +424 +2%
DL
78
DOHJ LLC
Washington
$265K 26,744 +26,744 New
OC
79
Oakworth Capital
Alabama
$255K 26,500 – –
SHWM
80
Smith & Howard Wealth Management
Georgia
$254K 25,655 – –
SPIA
81
Steward Partners Investment Advisory
New York
$254K 25,604 +38 +0.1%
Brown Advisory
82
Brown Advisory
Maryland
$246K 24,785 – –
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$237K 23,937 -14,988 -39%
RBC
84
Roble Belko & Company
Pennsylvania
$234K 23,619 – –
WS
85
Wedbush Securities
California
$233K 23,536 – –
GA
86
Geller Advisors
New York
$231K 23,334 – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$227K 22,920 +7,800 +52%
AWM
88
AE Wealth Management
Kansas
$222K 22,361 +273 +1%
IFWM
89
Institute for Wealth Management
Colorado
$216K 21,756 – –
WI
90
Wintrust Investments
Illinois
$209K 21,041 -649 -3%
DWM
91
Dakota Wealth Management
Florida
$208K 21,010 +682 +3%
PFO
92
Pathstone Family Office
New Jersey
$208K 2,090 +2,090 New
XF
93
XML Financial
Maryland
$208K 20,945 +20,945 New
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$207K 20,946 +4,224 +25%
MAFM
95
Mid Atlantic Financial Management
Pennsylvania
$207K 20,892 +20,892 New
CFGS
96
Concourse Financial Group Securities
Alabama
$199K 20,073 +14,918 +289%
VCWA
97
Vanguard Capital Wealth Advisors
Colorado
$194K 19,638 -2,982 -13%
BCA
98
Bay Colony Advisors
Massachusetts
$192K 19,665 +1,100 +6%
WA
99
Waverly Advisors
Alabama
$190K 19,812 – –
BBA
100
BLB&B Advisors
Pennsylvania
$189K 19,052 -4,094 -18%
2 3
4
5 6