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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

167 hedge funds and large institutions have $267M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
49
Reduced
55
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$22.2M
2
Bank of America
Bank of America
North Carolina
$11.6M
3
Invesco
Invesco
Georgia
$20.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.55M
5
Morgan Stanley
Morgan Stanley
New York
$20.1M

Top Sellers

1
KIM
Karpus Investment Management
New York
$0
2
WAM
Wolverine Asset Management
Illinois
$2.69M
3
UBS Group
UBS Group
Switzerland
$13.1M
4
Goldman Sachs
Goldman Sachs
New York
$498K
5
AAM
Advisors Asset Management
Colorado
$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
151
American Portfolios Advisors
New York
$11.3K -$11.6K -1,575 -51%
WEC
152
Winslow Evans & Crocker
Massachusetts
$10K – – –
EW
153
Evoke Wealth
California
$10K – – –
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
WLPWM
155
Walled Lake Planning & Wealth Management
Illinois
$8K +$162 +23 +2%
1IA
156
1834 Investment Advisors
Wisconsin
$7K – – –
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$6K -$20K -2,500 -77%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$6K – – –
PWP
159
Principle Wealth Partners
Connecticut
$5K +$5K +700 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$3K -$2.4K -279 -44%
PP
161
PrairieView Partners
Minnesota
$3K – – –
FWM
162
FSA Wealth Management
Massachusetts
$2K – – –
EWM
163
Edge Wealth Management
New York
$1K +$15 +1 +2%
KIM
164
Karpus Investment Management
New York
– -$5.41M -829,142 Closed
ICM
165
Ionic Capital Management
New York
– -$406K -62,192 Closed
AGM
166
Alpine Global Management
New York
– -$341K -52,175 Closed
AIS
167
Accurate Investment Solutions
Pennsylvania
– -$218K -33,419 Closed
OFG
168
OTA Financial Group
New York
– -$212K -32,547 Closed
RFC
169
Regions Financial Corp
Alabama
– -$204K -31,278 Closed
GCP
170
Gill Capital Partners
Colorado
– -$157K -24,040 Closed
FAIM
171
Financial Advocates Investment Management
Washington
– -$108K -16,597 Closed
Lido Advisors
172
Lido Advisors
California
– -$106K -16,304 Closed
DAS
173
Dynamic Advisor Solutions
Arizona
– -$104K -15,874 Closed
MA
174
MONECO Advisors
Connecticut
– -$91K -13,944 Closed
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
– -$89K -13,685 Closed
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