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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

117 hedge funds and large institutions have $292M invested in BlackRock Enhanced Equity Dividend Trust in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
37
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
PPA
2
Parametric Portfolio Associates
Washington
$14.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.15M
4
Wells Fargo
4
Wells Fargo
California
$17.7M
5
DA
5
Doliver Advisors
Texas
$1.39M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$10.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.38M
4
KIM
4
Karpus Investment Management
New York
$35.2M
5
AAM
5
Advisors Asset Management
Colorado
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
101
MSI Financial Services
Massachusetts
$28K 3,427 -28,913 -89%
GWA
102
Genesis Wealth Advisors
Massachusetts
$21.2K 2,565 +2,565 New
KA
103
Klingman & Associates
New York
$16K 2,000 +2,000 New
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$11.5K 1,418 -342 -19%
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$11K 1,382 -4,745 -77%
MSFP
106
Mark Sheptoff Financial Planning
Connecticut
$11K 1,411 – –
FAM
107
Formidable Asset Management
Ohio
$11K 1,411 – –
Citigroup
108
Citigroup
New York
$9K 1,127 -15,000 -93%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$8K 1,000 – –
GI
110
Gradient Investments
Minnesota
$7K 905 -905 -50%
RFA
111
Reilly Financial Advisors
California
$7K 893 +893 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$6K 700 +67 +11%
UFA
113
US Financial Advisors
Massachusetts
$6K 715 +715 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$5K 673 +673 New
BRWA
115
B. Riley Wealth Advisors
Florida
$1.25K 28,091 +14,161 +102%
KCM
116
Karp Capital Management
California
$1K 83 +83 New
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
– – -1,055,700 Closed
BCM
118
Beck Capital Management
Texas
– – -27,875 Closed
CAN
119
Cetera Advisor Networks
California
– – -18,607 Closed
GA
120
Geneva Advisors
Illinois
– – -11,216 Closed
WA
121
Waverly Advisors
Alabama
– – -4,228 Closed
PMFA
122
Plante Moran Financial Advisors
Michigan
– – -3,758 Closed
S
123
SignatureFD
Georgia
– – -1,355 Closed
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -1,000 Closed
NES
125
New England Securities
New York
– – -729 Closed
2 3 4
5
6