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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
$9.12M
2
Invesco
Invesco
Georgia
$24.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.6M
4
LPL Financial
LPL Financial
California
$11.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$850K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$21.1M
2
1CP
1607 Capital Partners
Virginia
$9.36M
3
JIR
James Investment Research
Ohio
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.4M
5
GC
Guggenheim Capital
Illinois
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$30K -$51.4K -5,122 -63%
HPC
152
HM Payson & Co
Maine
$30K – – –
VFA
153
Valeo Financial Advisors
Indiana
$29K – – –
CAC
154
Certified Advisory Corp
Florida
$28K +$441 +44 +2%
LWM
155
Liberty Wealth Management
California
$27K – – –
CHAM
156
Clear Harbor Asset Management
Connecticut
$25.4K +$25.4K +2,556 New
SWM
157
Selective Wealth Management
Virginia
$25K – – –
AF
158
Allworth Financial
California
$25K – – –
BWA
159
BDO Wealth Advisors
Florida
$25K – – –
RIA
160
Realta Investment Advisors
Delaware
$25K – – –
EIP
161
Ellis Investment Partners
Pennsylvania
$24K -$186 -19 -0.8%
PMFA
162
Plante Moran Financial Advisors
Michigan
$24K – – –
CFG
163
Citizens Financial Group
Rhode Island
$22K +$22K +2,256 New
FWM
164
Focused Wealth Management
New York
$18K – – –
CFA
165
Carroll Financial Associates
North Carolina
$18K +$586 +62 +3%
OIA
166
Optimum Investment Advisors
Illinois
$18K +$14.3K +1,410 +392%
WFMPM
167
Woodley Farra Manion Portfolio Management
Indiana
$18K +$18K +1,826 New
TJHA
168
Thomas J. Herzfeld Advisors
Florida
$16K +$260 +26 +2%
APA
169
American Portfolios Advisors
New York
$15.3K +$12.9K +1,305 +555%
WEC
170
Winslow Evans & Crocker
Massachusetts
$14K – – –
VRM
171
Vectors Research Management
New York
$12K +$12K +1,200 New
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
CBT
173
Capital Bank & Trust
California
$11K – – –
BCI
174
Brinker Capital Investments
Pennsylvania
$9K – – –
1IA
175
1834 Investment Advisors
Wisconsin
$9K +$9K +899 New
5 6
7
8 9