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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

185 hedge funds and large institutions have $345M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
51
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.91M
2
Invesco
Invesco
Georgia
+$1.48M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.32M
4
LPL Financial
LPL Financial
California
+$935K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$750K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$7.7M
2
1CP
1607 Capital Partners
Virginia
-$5.03M
3
JIR
James Investment Research
Ohio
-$2.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.15M
5
GC
Guggenheim Capital
Illinois
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
126
Walter & Keenan Wealth Management
Indiana
$104K – – –
BAM
127
Belpointe Asset Management
Nevada
$104K +$104K +10,520 New
JAM
128
Jolley Asset Management
North Carolina
$104K +$104K +10,525 New
GRP
129
Global Retirement Partners
California
$103K +$29.8K +3,000 +41%
FPCG
130
Fort Pitt Capital Group
Pennsylvania
$102K +$102K +10,256 New
DDC
131
DF Dent & Co
Maryland
$99K – – –
CHC
132
City Holding Co
West Virginia
$95K – – –
CDIA
133
Capital Directions Investment Advisors
Georgia
$94K +$94K +9,500 New
ACM
134
Allred Capital Management
Texas
$89.1K +$89.1K +8,982 New
AA
135
Argent Advisors
Louisiana
$84K +$84K +8,584 New
LC
136
Lindbrook Capital
California
$79K -$109K -11,000 -58%
NSIM
137
North Star Investment Management
Illinois
$72K – – –
SCA
138
Stonebridge Capital Advisors
Minnesota
$67K – – –
HNB
139
Huntington National Bank
Ohio
$63K -$59K – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
CB
141
Community Bank
New York
$57K – – –
US Bancorp
142
US Bancorp
Minnesota
$54K – – –
PB
143
Pinnacle Bancorp
Nebraska
$38K – – –
GWM
144
Geneos Wealth Management
Colorado
$38K – – –
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$38K +$38K +3,868 New
Bessemer Group
146
Bessemer Group
New Jersey
$35K – – –
CFN
147
Cordasco Financial Network
Florida
$35K – – –
IWP
148
IAG Wealth Partners
Wisconsin
$35K +$35K +3,501 New
CWA
149
Core Wealth Advisors
Florida
$35K +$35K +3,556 New
GWMIA
150
Global Wealth Management Investment Advisory
Florida
$32K -$7.24K -735 -18%
4 5
6
7 8