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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.2M
2
WAM
2
Wolverine Asset Management
Illinois
$5.22M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
AA
4
AQR Arbitrage
Connecticut
$3.56M
5
BIG
5
Boothe Investment Group
Delaware
$3.23M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.4M
2
CW
2
Cook Wealth
North Carolina
$13.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
SI
4
Stephens Inc
Arkansas
$665K
5
SI
5
Saxon Interests
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$16.7K +$5.32K +699 +47%
FCA
177
FinTrust Capital Advisors
South Carolina
$15.4K -$30.4K -4,000 -66%
OIA
178
Optimum Investment Advisors
Illinois
$15.2K – – –
FWM
179
Focused Wealth Management
New York
$13.6K – – –
CT
180
Cambridge Trust
Massachusetts
$11.7K – – –
OCM
181
Osterweis Capital Management
California
$11.4K -$12.5K – –
SWM
182
Sugarloaf Wealth Management
Georgia
$10.8K – – –
CBT
183
CoreFirst Bank & Trust
Kansas
$10.4K – – –
HCM
184
Hollencrest Capital Management
California
$9.67K – – –
GWM
185
Geneos Wealth Management
Colorado
$9.15K +$9.15K +1,202 New
MTIC
186
Missouri Trust & Investment Company
Missouri
$7.61K -$50.3K -6,614 -87%
PMFA
187
Plante Moran Financial Advisors
Michigan
$5.71K -$1.9K -250 -25%
GWMIA
188
Global Wealth Management Investment Advisory
Florida
$5.71K – – –
BLC
189
Brown, Lisle/Cummings
Rhode Island
$5.04K – – –
HI
190
Harbour Investments
Wisconsin
$4.95K -$761 -100 -13%
HCM
191
Highlander Capital Management
New Jersey
$4K +$4K +500 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$3.83K +$3.82K +502 +50,200%
MA
193
Montag & Associates
Georgia
$3.55K – – –
BTI
194
Blue Trust Inc
Georgia
$1K – – –
AF
195
Allworth Financial
California
$761 – – –
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$77 – – –
SI
197
Saxon Interests
Texas
– -$792K -95,023 Closed
BCM
198
Bluefin Capital Management
New York
– -$261K -31,323 Closed
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
– -$187K -21,402 Closed
MC
200
Moors & Cabot
Massachusetts
– -$171K -20,500 Closed
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8
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