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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

127 hedge funds and large institutions have $324M invested in BlackRock Enhanced Equity Dividend Trust in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
127
Holders Change
+17
Holders Change %
+15.45%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
46
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.35M
3
Wells Fargo
3
Wells Fargo
California
$24M
4
COLIM
4
City of London Investment Management
United Kingdom
$4.6M
5
LPL Financial
5
LPL Financial
California
$8.9M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$940K
2
GC
2
Guggenheim Capital
Illinois
$6.31M
3
RVPG
3
Relative Value Partners Group
$33M
4
RJA
4
Raymond James & Associates
Florida
$17.5M
5
WAM
5
Wolverine Asset Management
Illinois
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
DDC
101
DF Dent & Co
Maryland
$76K 10,000 – –
WRM
102
Westport Resources Management
Connecticut
$73K 9,556 – –
IIC
103
Integrated Investment Consultants
Michigan
$69K 10,000 +10,000 New
CPIG
104
Chicago Partners Investment Group
Illinois
$50K 6,512 – –
NFG
105
Next Financial Group
Texas
$37K 4,891 +1,787 +58%
KA
106
Klingman & Associates
New York
$37K 4,919 +4,919 New
FWM
107
Focused Wealth Management
New York
$34K 4,434 – –
CFN
108
Cordasco Financial Network
Florida
$30K 3,886 -25 -0.6%
NSIM
109
North Star Investment Management
Illinois
$30K 3,899 +3,899 New
FAM
110
Formidable Asset Management
Ohio
$25K 3,411 +2,000 +142%
ClearBridge Investments
111
ClearBridge Investments
New York
$23K 3,000 +3,000 New
WP
112
WealthPLAN Partners
Nebraska
$22.8K 2,994 +2,994 New
CTC
113
Central Trust Company
Missouri
$22K 2,955 – –
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$21K 2,710 +2,710 New
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$9K 1,230 +22 +2%
AOWM
116
Alpha Omega Wealth Management
Virginia
$8K 1,022 +1,022 New
GI
117
Gradient Investments
Minnesota
$7K 905 – –
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$7K 955 +955 New
GWM
119
Gupta Wealth Management
California
$6K 759 – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$5K 700 – –
AIA
121
Allegis Investment Advisors
Idaho
$5K 626 +626 New
PFS
122
Physicians Financial Services
North Carolina
$3K 340 +340 New
ASN
123
Advisory Services Network
Georgia
$2K 216 +216 New
MFW
124
Mosaic Family Wealth
Missouri
$2K 320 +320 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16 2,062 – –
2 3 4
5
6