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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

171 hedge funds and large institutions have $239M invested in BlackRock Enhanced Equity Dividend Trust in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
53
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.91M
2
AA
AQR Arbitrage
Connecticut
$1.59M
3
LPL Financial
LPL Financial
California
$8.99M
4
CAN
Cetera Advisor Networks
California
$793K
5
RBC
Roble Belko & Company
Pennsylvania
$434K

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
$1.32M
2
Bank of America
Bank of America
North Carolina
$7.34M
3
UBS Group
UBS Group
Switzerland
$8.95M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.1M
5
SFS
Shaker Financial Services
Virginia
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
151
Ellis Investment Partners
Pennsylvania
$17K – – –
PFO
152
Pathstone Family Office
New Jersey
$17K +$16.5K +2,315 +3,508%
CAL
153
Capital Advisors Ltd
Ohio
$16K +$16K +2,230 New
BFEC
154
Benjamin F. Edwards & Company
Missouri
$15K – – –
BCA
155
Berman Capital Advisors
Georgia
$14K +$14K +2,013 New
OIA
156
Optimum Investment Advisors
Illinois
$13K – – –
FWM
157
Focused Wealth Management
New York
$13K – – –
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$13K +$13K +1,720 New
FCH
159
Freestone Capital Holdings
Washington
$12.4K +$12.4K +1,700 New
TJHA
160
Thomas J. Herzfeld Advisors
Florida
$12K +$238 +34 +2%
APA
161
American Portfolios Advisors
New York
$11.3K – – –
EW
162
Evoke Wealth
California
$10K – – –
WEC
163
Winslow Evans & Crocker
Massachusetts
$10K – – –
NFG
164
Next Financial Group
Texas
$10K +$10K +1,405 New
WLPWM
165
Walled Lake Planning & Wealth Management
Illinois
$8K +$159 +23 +2%
1IA
166
1834 Investment Advisors
Wisconsin
$7K – – –
GWMIA
167
Global Wealth Management Investment Advisory
Florida
$5K – – –
PP
168
PrairieView Partners
Minnesota
$3K – – –
HCP
169
Hexagon Capital Partners
Arkansas
$3K +$3K +537 New
CWA
170
Core Wealth Advisors
Florida
$2K +$2K +221 New
EWM
171
Edge Wealth Management
New York
$1K +$30 +2 +3%
IC
172
IEQ Capital
California
– -$220K -30,000 Closed
BF
173
BOK Financial
Oklahoma
– -$172K -23,375 Closed
GA
174
Geller Advisors
New York
– -$171K -23,334 Closed
VWA
175
V Wealth Advisors
Kansas
– -$78K -10,677 Closed
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