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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

171 hedge funds and large institutions have $318M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
3.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
63
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.9M
2
1CP
1607 Capital Partners
Virginia
+$3.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.97M
4
Ameriprise
Ameriprise
Minnesota
+$1.83M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.21M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$5.8M
2
WAM
Wolverine Asset Management
Illinois
-$2.95M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.93M
4
HI
HBK Investments
Texas
-$2.87M
5
Wells Fargo
Wells Fargo
California
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
126
Walter & Keenan Wealth Management
Indiana
$89K – – –
PWM
127
Perigon Wealth Management
California
$89K +$524 +60 +0.6%
LNC
128
Lincoln National Corp
Pennsylvania
$89K +$89K +10,441 New
DDC
129
DF Dent & Co
Maryland
$85K – – –
CHC
130
City Holding Co
West Virginia
$82K – – –
Bessemer Group
131
Bessemer Group
New Jersey
$81K +$50.9K +5,964 +169%
GRP
132
Global Retirement Partners
California
$63K – – –
NSIM
133
North Star Investment Management
Illinois
$62K – – –
ASN
134
Advisory Services Network
Georgia
$62K +$18K +2,109 +41%
PGWM
135
Parisi Gray Wealth Management
New Jersey
$59K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$57K -$2.93M -289,823 -98%
ACS
137
Archford Capital Strategies
Illinois
$53K – – –
US Bancorp
138
US Bancorp
Minnesota
$50K – – –
CB
139
Community Bank
New York
$49K – – –
RFC
140
Regions Financial Corp
Alabama
$46K +$28.1K +3,300 +157%
GWM
141
Geneos Wealth Management
Colorado
$37K – – –
MCM
142
Manchester Capital Management
Vermont
$35K +$35K +4,145 New
PB
143
Pinnacle Bancorp
Nebraska
$32K – – –
CFN
144
Cordasco Financial Network
Florida
$30K – – –
GWMIA
145
Global Wealth Management Investment Advisory
Florida
$28K – – –
GTAM
146
Global Trust Asset Management
Florida
$28K – – –
CJA
147
C-J Advisory
California
$28K +$28K +3,200 New
VFA
148
Valeo Financial Advisors
Indiana
$25K – – –
CAC
149
Certified Advisory Corp
Florida
$23K +$11.7K +1,354 +103%
RIA
150
Realta Investment Advisors
Delaware
$22K +$22K +2,600 New
4 5
6
7 8