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BlackRock Enhanced Equity Dividend Trust
BDJ
BDJ
118 hedge funds and large institutions have $279M invested in BlackRock Enhanced Equity Dividend Trust in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 29
0.4% less ownership
Funds ownership: 19.07% → 18.67% (-0.4%)
2% less capital invested
Capital invested by funds: $284M → $279M (-$5.39M)
2% less funds holding
Funds holding: 120 → 118 (-2)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$15.5M |
| 2 |
Morgan Stanley
New York
|
-$6.29M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$741K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$552K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAA
126
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| – | -$79K | -10,080 | Closed |
|
|
CB
127
Commerce Bank
Kansas City,
Missouri
| – | -$79K | -10,049 | Closed |
|
128
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$69K | -8,835 | Closed |
|
|
SCM
129
Southport Capital Management
Chattanooga,
Tennessee
| – | -$28K | -3,500 | Closed |
|
|
JWA
130
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$18K | -2,257 | Closed |
|
|
SFG
131
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$12K | -1,503 | Closed |
|
132
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$11K | -1,342 | Closed |
|
|
CCM
133
Cribstone Capital Management
Augusta,
Maine
| – | -$7K | -894 | Closed |
|
|
PRS
134
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | +$327 | +41 | New |
|