BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.4M
2
BIG
2
Boothe Investment Group
Delaware
$2.8M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
CW
4
Cook Wealth
North Carolina
$35.6M
5
AWS
5
Atria Wealth Solutions
New York
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WW
3
Waterfront Wealth
Kansas
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$21.7M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
176
Hollencrest Capital Management
California
$11.5K +$11.5K +1,271 New
RCM
177
Raleigh Capital Management
North Carolina
$10.8K – – –
HDIM
178
Hanson & Doremus Investment Management
Vermont
$10K – – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$9.01K – – –
PFA
180
Pathway Financial Advisers
Indiana
$6.68K +$6.68K +742 New
BLC
181
Brown, Lisle/Cummings
Rhode Island
$5.97K – – –
MA
182
Montag & Associates
Georgia
$4.2K – – –
CFD
183
Creative Financial Designs
Indiana
$1.49K +$99 +11 +7%
AF
184
Allworth Financial
California
$901 – – –
PAG
185
Private Advisor Group
New Jersey
$716 +$323 +35,840 +82%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$140 – +23 +0.1%
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$91 +$91 +10 New
SFS
188
Shaker Financial Services
Virginia
– -$1.04M -127,956 Closed
BCM
189
Bluefin Capital Management
New York
– -$471K -58,024 Closed
Walleye Capital
190
Walleye Capital
New York
– -$439K -54,187 Closed
OFG
191
OTA Financial Group
New York
– -$396K -48,850 Closed
Jane Street
192
Jane Street
New York
– -$336K -41,392 Closed
LNWWM
193
Laird Norton Wetherby Wealth Management
California
– -$143K -17,720 Closed
Goldman Sachs
194
Goldman Sachs
New York
– -$134K -16,517 Closed
BIM
195
Bullseye Investment Management
Ohio
– -$105K -13,000 Closed
DDC
196
DF Dent & Co
Maryland
– -$87K -10,740 Closed
HF
197
HRT Financial
New York
– -$85K -10,511 Closed
TCA
198
Transcend Capital Advisors
New Jersey
– -$84K -10,403 Closed
GWSG
199
GPS Wealth Strategies Group
Colorado
– -$28K -3,500 Closed
CL
200
COWA LLC
Oklahoma
– -$21K -2,548 Closed
5 6 7
8
9