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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

168 hedge funds and large institutions have $319M invested in BlackRock Enhanced Equity Dividend Trust in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
56
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$23.7M
2
LPL Financial
LPL Financial
California
$8.26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.5M
4
Invesco
Invesco
Georgia
$21.6M
5
ACM
Ashford Capital Management
Delaware
$3.43M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$17.1M
2
Bank of America
Bank of America
North Carolina
$7.77M
3
WAM
Wolverine Asset Management
Illinois
$0
4
SFS
Shaker Financial Services
Virginia
$3.69M
5
BIG
Boothe Investment Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
151
Intercontinental Wealth Advisors
Texas
$18K – – –
FWM
152
Focused Wealth Management
New York
$16K -$4.34K -485 -21%
TJHA
153
Thomas J. Herzfeld Advisors
Florida
$14K +$226 +25 +2%
SFG
154
SevenBridge Financial Group
Pennsylvania
$13K – – –
NFG
155
Next Financial Group
Texas
$11K +$11K +1,205 New
CBT
156
Capital Bank & Trust
California
$10K – – –
BCI
157
Brinker Capital Investments
Pennsylvania
$8K -$5.44K -646 -40%
DWM
158
Doyle Wealth Management
Florida
$8K +$8K +857 New
FANJ
159
Financial Architects (New Jersey)
New Jersey
$7K – – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$7K +$7K +826 New
OIA
161
OneDigital Investment Advisors
Kansas
$6K – – –
FHA
162
Flagship Harbor Advisors
Massachusetts
$6K – – –
ME
163
McIlrath & Eck
Washington
$4K – – –
POIA
164
Pin Oak Investment Advisors
Texas
$4K – – –
TCM
165
Tradewinds Capital Management
Washington
$3K – – –
OIA
166
Optimum Investment Advisors
Illinois
$3K +$3K +360 New
APA
167
American Portfolios Advisors
New York
$2.08K – – –
EWM
168
Edge Wealth Management
New York
$1K +$1K +60 New
BFEC
169
Benjamin F. Edwards & Company
Missouri
$1K +$1K +100 New
WAM
170
Wolverine Asset Management
Illinois
– -$1.82M -213,416 Closed
BIG
171
Boothe Investment Group
Delaware
– -$1.71M -200,180 Closed
CRC
172
Curi RMB Capital
Illinois
– -$349K -40,868 Closed
Millennium Management
173
Millennium Management
New York
– -$263K -30,776 Closed
SS
174
Simplicity Solutions
Minnesota
– -$184K -21,575 Closed
Walleye Trading
175
Walleye Trading
New York
– -$152K -17,800 Closed
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