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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
$1.68M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$2.73M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$9.67M
2
ACM
Ashford Capital Management
Delaware
$0
3
Ameriprise
Ameriprise
Minnesota
$2.88M
4
Morgan Stanley
Morgan Stanley
New York
$16.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
151
Certified Advisory Corp
Florida
$19K +$625 +95 +3%
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$17K -$7.65K -1,200 -31%
AF
153
Allworth Financial
California
$16K – – –
BWA
154
BDO Wealth Advisors
Florida
$16K – – –
PMFA
155
Plante Moran Financial Advisors
Michigan
$16K – – –
EIP
156
Ellis Investment Partners
Pennsylvania
$15K – – –
PFO
157
Pathstone Family Office
New Jersey
$15K +$1.83K +291 +14%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$14K -$198K -30,763 -93%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$14K +$14K +2,109 New
OIA
160
Optimum Investment Advisors
Illinois
$12K – – –
FWM
161
Focused Wealth Management
New York
$12K – – –
WFMPM
162
Woodley Farra Manion Portfolio Management
Indiana
$12K – – –
TJHA
163
Thomas J. Herzfeld Advisors
Florida
$11K +$274 +41 +3%
WEC
164
Winslow Evans & Crocker
Massachusetts
$10K – – –
EW
165
Evoke Wealth
California
$9.21K -$111K -16,930 -92%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
CBT
167
Capital Bank & Trust
California
$7K – – –
WLPWM
168
Walled Lake Planning & Wealth Management
Illinois
$7K +$7K +1,114 New
VRM
169
Vectors Research Management
New York
$6K -$2K -300 -25%
1IA
170
1834 Investment Advisors
Wisconsin
$6K – – –
FANJ
171
Financial Architects (New Jersey)
New Jersey
$5K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$4K – – –
PP
173
PrairieView Partners
Minnesota
$3K +$3K +400 New
FWM
174
FSA Wealth Management
Massachusetts
$2K – – –
WQ
175
Wealth Quarterback
New Jersey
$1.59K -$379 -58 -19%
4 5 6
7
8