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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

129 hedge funds and large institutions have $311M invested in BlackRock Enhanced Equity Dividend Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
50
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.2M
3
UBS Group
UBS Group
Switzerland
$9.14M
4
Ameriprise
Ameriprise
Minnesota
$3.95M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$13.3M

Top Sellers

1
RVPG
Relative Value Partners Group
$20.5M
2
Morgan Stanley
Morgan Stanley
New York
$29.8M
3
RJA
Raymond James & Associates
Florida
$21M
4
LPL Financial
LPL Financial
California
$1.21M
5
Wells Fargo
Wells Fargo
California
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
101
V Wealth Advisors
Kansas
$95K – – –
WA
102
Waverly Advisors
Alabama
$94K – – –
CP
103
Camelot Portfolios
Ohio
$93K – – –
WKWM
104
Walter & Keenan Wealth Management
Indiana
$92K – – –
EAM
105
EULAV Asset Management
Florida
$89K +$89K +10,067 New
DDC
106
DF Dent & Co
Maryland
$88K – – –
KF
107
Krilogy Financial
Missouri
$84K -$78K – –
GRP
108
Global Retirement Partners
California
$65K – – –
NSIM
109
North Star Investment Management
Illinois
$65K +$755 +86 +1%
Citigroup
110
Citigroup
New York
$53K +$32.5K +3,683 +158%
US Bancorp
111
US Bancorp
Minnesota
$50K – – –
FWM
112
Focused Wealth Management
New York
$39K – – –
GWM
113
Geneos Wealth Management
Colorado
$38K +$4.31K +500 +13%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K +$16.7K +1,892 +92%
CFN
115
Cordasco Financial Network
Florida
$31K – – –
ClearBridge Investments
116
ClearBridge Investments
New York
$26K – – –
FANJ
117
Financial Architects (New Jersey)
New Jersey
$22K – – –
NFG
118
Next Financial Group
Texas
$21K +$229 +26 +1%
MA
119
MUFG Americas
New York
$17K +$89 +10 +0.5%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$16K -$3.84K -441 -19%
CFA
121
Carroll Financial Associates
North Carolina
$14K +$228 +26 +2%
SFG
122
SevenBridge Financial Group
Pennsylvania
$13K – – –
TJHA
123
Thomas J. Herzfeld Advisors
Florida
$12K +$184 +21 +2%
CPIG
124
Chicago Partners Investment Group
Illinois
$11K -$37.7K -4,112 -77%
DBT
125
Dubuque Bank & Trust
Iowa
$11K – – –
2 3 4
5
6