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BlackRock Enhanced Equity Dividend Trust

175 hedge funds and large institutions have $330M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

4% more funds holding

Funds holding: 168175 (+7)

4% more capital invested

Capital invested by funds: $319M → $330M (+$11.4M)

0.01% more ownership

Funds ownership: 19.15%19.16% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
51
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$74K +$73K +8,114 New
GRP
127
Global Retirement Partners
California
$68K
NSIM
128
North Star Investment Management
Illinois
$67K +$65.5K +7,284 New
SCA
129
Stonebridge Capital Advisors
Minnesota
$62K
HNB
130
Huntington National Bank
Ohio
$59K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$57K
CIAS
132
Capital Investment Advisory Services
North Carolina
$56K +$54.9K +6,105 New
CB
133
Community Bank
New York
$52K
US Bancorp
134
US Bancorp
Minnesota
$50K -$2.7K -300 -5%
CFGS
135
Concourse Financial Group Securities
Alabama
$47K -$111K -12,384 -71%
GWMIA
136
Global Wealth Management Investment Advisory
Florida
$37K +$6.61K +735 +23%
GWM
137
Geneos Wealth Management
Colorado
$36K -$3.15K -350 -8%
PB
138
Pinnacle Bancorp
Nebraska
$35K
First Manhattan
139
First Manhattan
New York
$34K
CFN
140
Cordasco Financial Network
Florida
$33K
Bessemer Group
141
Bessemer Group
New Jersey
$32K
HPC
142
HM Payson & Co
Maine
$28K
VFA
143
Valeo Financial Advisors
Indiana
$27K
LWM
144
Liberty Wealth Management
California
$25K
CAC
145
Certified Advisory Corp
Florida
$25K +$405 +45 +2%
RIA
146
Realta Investment Advisors
Delaware
$24K
SWM
147
Selective Wealth Management
Virginia
$23K -$184K -20,490 -89%
AF
148
Allworth Financial
California
$23K
BWA
149
BDO Wealth Advisors
Florida
$23K
PMFA
150
Plante Moran Financial Advisors
Michigan
$22K