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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

172 hedge funds and large institutions have $266M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
60
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$1.71M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.67M
3
IC
IEQ Capital
California
+$762K
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$567K
5
Citigroup
Citigroup
New York
+$493K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.93M
2
WAM
Wolverine Asset Management
Illinois
-$2.81M
3
PPA
Parametric Portfolio Associates
Washington
-$2.25M
4
LPL Financial
LPL Financial
California
-$2.08M
5
Stifel Financial
Stifel Financial
Missouri
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
126
Live Oak Private Wealth
North Carolina
$89K – – –
KNW
127
Kesler Norman & Wride
Utah
$86K +$86K +10,200 New
CFA
128
Capstone Financial Advisors
Illinois
$85K +$85K +10,000 New
HWM
129
Howard Wealth Management
Connecticut
$84K – – –
NSIM
130
North Star Investment Management
Illinois
$62K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
HNB
132
Huntington National Bank
Ohio
$54K -$47K – –
CB
133
Community Bank
New York
$48K – – –
CHC
134
City Holding Co
West Virginia
$47K -$34.5K -4,048 -42%
NFG
135
Next Financial Group
Texas
$47K +$35.2K +4,200 +299%
WEC
136
Winslow Evans & Crocker
Massachusetts
$44K +$32.7K +3,892 +288%
VFA
137
Valeo Financial Advisors
Indiana
$42K – – –
GWM
138
Geneos Wealth Management
Colorado
$37K +$8.98K +1,270 +32%
RA
139
Reby Advisors
Connecticut
$37K +$37K +4,342 New
PB
140
Pinnacle Bancorp
Nebraska
$32K – – –
CFN
141
Cordasco Financial Network
Florida
$30K – – –
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$6.69K -788 -19%
SWM
143
Selective Wealth Management
Virginia
$26K – – –
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
NFSG
145
Newbridge Financial Services Group
Florida
$22K -$8.95K -1,074 -29%
CL
146
COWA LLC
Oklahoma
$22K +$22K +2,548 New
FFG
147
Fortem Financial Group
California
$22K +$22K +2,650 New
BWA
148
BDO Wealth Advisors
Florida
$21K – – –
EIP
149
Ellis Investment Partners
Pennsylvania
$21K – – –
AWA
150
Arkadios Wealth Advisors
Georgia
$21K +$21K +2,588 New
4 5
6
7 8