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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

161 hedge funds and large institutions have $294M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
53
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$6.32M
2
SWA
Stratos Wealth Advisors
Ohio
$5.59M
3
Morgan Stanley
Morgan Stanley
New York
$31.8M
4
SFS
Shaker Financial Services
Virginia
$4.52M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.27M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$19.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
SDAM
Shulman DeMeo Asset Management
New York
$0
5
UBS Group
UBS Group
Switzerland
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$57.1K +$57.1K +5,830 New
CB
127
Community Bank
New York
$56K – – –
CHC
128
City Holding Co
West Virginia
$54K – – –
FF
129
FourThought Financial
Florida
$51K -$34.3K -3,539 -40%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$42K – – –
AWA
131
Arkadios Wealth Advisors
Georgia
$40K -$116K -11,873 -74%
GWM
132
Geneos Wealth Management
Colorado
$39K – – –
CFN
133
Cordasco Financial Network
Florida
$35K – – –
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
LWP
135
Lumature Wealth Partners
Georgia
$31K -$33.9K -3,500 -52%
EIP
136
Ellis Investment Partners
Pennsylvania
$24K – – –
FIA
137
FNY Investment Advisers
New York
$24K +$24K +2,500 New
CAL
138
Capital Advisors Ltd
Ohio
$22K – – –
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22K +2,265 New
OIA
140
Optimum Investment Advisors
Illinois
$20K – – –
APWA
141
Atlas Private Wealth Advisors
New Jersey
$20K – – –
LF
142
Lee Financial
Texas
$20K +$20K +2,000 New
CTC
143
Central Trust Company
Missouri
$19K +$19K +1,917 New
FWM
144
Focused Wealth Management
New York
$18K – – –
TJHA
145
Thomas J. Herzfeld Advisors
Florida
$18K +$256 +26 +1%
KIG
146
Kowal Investment Group
Wisconsin
$15K +$15K +1,492 New
APA
147
American Portfolios Advisors
New York
$13.8K – – –
EW
148
Evoke Wealth
California
$13K – – –
CBT
149
CoreFirst Bank & Trust
Kansas
$13K – – –
HA
150
Herold Advisors
New York
$12K +$12K +1,300 New
4 5
6
7 8