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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

179 hedge funds and large institutions have $238M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
62
Reduced
47
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$5.41M
2
WAM
Wolverine Asset Management
Illinois
+$4.07M
3
SFS
Shaker Financial Services
Virginia
+$3.13M
4
Goldman Sachs
Goldman Sachs
New York
+$1.58M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.3M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$4.19M
2
ACM
Ashford Capital Management
Delaware
-$3.99M
3
Ameriprise
Ameriprise
Minnesota
-$2M
4
Morgan Stanley
Morgan Stanley
New York
-$1.08M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$73K +$73K +11,129 New
VWA
127
V Wealth Advisors
Kansas
$70K -$6.56K -1,000 -9%
JAM
128
Jolley Asset Management
North Carolina
$69K – – –
CDIA
129
Capital Directions Investment Advisors
Georgia
$62K – – –
CHC
130
City Holding Co
West Virginia
$62K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
GRP
132
Global Retirement Partners
California
$48K -$19.5K -3,000 -29%
NSIM
133
North Star Investment Management
Illinois
$48K – – –
HNB
134
Huntington National Bank
Ohio
$42K -$63K – –
MA
135
MUFG Americas
New York
$38K +$38K +5,825 New
CB
136
Community Bank
New York
$37K – – –
US Bancorp
137
US Bancorp
Minnesota
$36K – – –
SCA
138
Stonebridge Capital Advisors
Minnesota
$26K -$17.8K -2,739 -41%
GWM
139
Geneos Wealth Management
Colorado
$25K – – –
PB
140
Pinnacle Bancorp
Nebraska
$25K – – –
FHA
141
Flagship Harbor Advisors
Massachusetts
$24K +$19.7K +3,000 +462%
CWA
142
Core Wealth Advisors
Florida
$23K – – –
CFN
143
Cordasco Financial Network
Florida
$23K – – –
IWP
144
IAG Wealth Partners
Wisconsin
$23K – – –
VFA
145
Valeo Financial Advisors
Indiana
$21K – – –
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$21K – – –
LWM
147
Liberty Wealth Management
California
$21K +$3.01K +456 +17%
APA
148
American Portfolios Advisors
New York
$20.3K +$10.3K +1,575 +102%
AF
149
Advisornet Financial
Minnesota
$20K – – –
SWM
150
Selective Wealth Management
Virginia
$20K +$3.66K +558 +22%
4 5
6
7 8