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BlackRock Enhanced Equity Dividend Trust
125 hedge funds and large institutions have $300M invested in BlackRock Enhanced Equity Dividend Trust in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
62% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 29
7% more capital invested
Capital invested by funds: $279M → $300M (+$20.8M)
6% more funds holding
Funds holding: 118 → 125 (+7)
0.8% more ownership
Funds ownership: 18.67% → 19.47% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
47
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.46M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.36M |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$2.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.45M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
126
Apriem Advisors
Irvine,
California
| $2K | +$1.53K | +194 | New |
|
|
KIM
127
Karpus Investment Management
Pittsford,
New York
| – | -$2.36M | -298,614 | Closed |
|
|
PCM
128
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$328K | -41,525 | Closed |
|
129
Millennium Management
New York
| – | -$175K | -22,156 | Closed |
|
130
Envestnet Asset Management
Chicago,
Illinois
| – | -$129K | -16,335 | Closed |
|
131
Bank of New York Mellon
New York
| – | -$121K | -15,335 | Closed |
|
|
KWMG
132
King Wealth Management Group
Naples,
Florida
| – | -$86K | -10,833 | Closed |
|
|
KA
133
Klingman & Associates
New York
| – | -$39K | -4,919 | Closed |
|
|
AF
134
Allworth Financial
Folsom,
California
| – | -$4K | -481 | Closed |
|
|
CHP
135
Cable Hill Partners
Portland,
Oregon
| – | -$4K | -462 | Closed |
|
|
OFW
136
Omnia Family Wealth
Aventura,
Florida
| – | +$260 | +33 | New |
|