BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $284M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
57
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.47M
2
WAM
2
Wolverine Asset Management
Illinois
$1.19M
3
LCM
3
Landscape Capital Management
New Jersey
$1.12M
4
Invesco
4
Invesco
Georgia
$14.7M
5
LPL Financial
5
LPL Financial
California
$10.5M

Top Sellers

1
CW
1
Cook Wealth
North Carolina
$26.2M
2
BIG
2
Boothe Investment Group
Delaware
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.7M
5
HI
5
Hoey Investments
Pennsylvania
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
76
Wintrust Investments
Illinois
$264K 31,679 +10,035 +46%
BCM
77
Bluefin Capital Management
New York
$261K 31,323 +31,323 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$253K 30,345 – –
WMA
79
Wealth Management Associates
New Jersey
$252K 30,236 -5,385 -15%
EC
80
Elequin Capital
New York
$244K 29,204 +29,204 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$239K 28,668 -858 -3%
KeyBank National Association
82
KeyBank National Association
Ohio
$239K 28,600 – –
SBIA
83
Sheaff Brock Investment Advisors
Indiana
$237K 28,473 -5,622 -16%
OIM
84
Oder Investment Management
California
$233K 27,956 +117 +0.4%
SWM
85
SeaCrest Wealth Management
New York
$233K 27,953 +283 +1%
SRC
86
Shufro Rose & Co
New York
$224K 26,862 – –
CG
87
CFO4Life Group
Texas
$223K 26,790 +415 +2%
PCA
88
Pallas Capital Advisors
Massachusetts
$223K 26,972 – –
NFG
89
Nations Financial Group
Iowa
$215K 25,837 +173 +0.7%
OHWP
90
Oak Harbor Wealth Partners
North Carolina
$212K 25,439 – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$204K 24,428 -1,206 -5%
AAS
92
Ameritas Advisory Services
Nebraska
$203K 24,572 -1,391 -5%
Northern Trust
93
Northern Trust
Illinois
$202K 24,204 -11,100 -31%
BCM
94
Becker Capital Management
Oregon
$199K 23,907 – –
CCWM
95
Cassaday & Co Wealth Management
Virginia
$195K 23,333 – –
CFA
96
Cahill Financial Advisors
Minnesota
$190K 22,763 +1,169 +5%
WFS
97
Widmann Financial Services
Maryland
$187K 22,468 – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$187K 21,402 +21,402 New
CA
99
Claro Advisors
Massachusetts
$185K 22,200 – –
IFWM
100
Institute for Wealth Management
Colorado
$181K 21,756 – –
2 3
4
5 6