BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

210 hedge funds and large institutions have $304M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+15
Holders Change %
+7.69%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
55
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.8M
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
CA
3
Cornerstone Advisors
North Carolina
$9.15M
4
AA
4
AQR Arbitrage
Connecticut
$7.86M
5
LCM
5
Landscape Capital Management
New Jersey
$5.79M

Top Sellers

1
CW
1
Cook Wealth
North Carolina
$9.99M
2
SFS
2
Shaker Financial Services
Virginia
$3.59M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.12M
5
GA
5
GraniteShares Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
Baystate Wealth Management
Massachusetts
$5.5K +$5.5K +714 New
PA
202
Parallel Advisors
California
$5.12K +$5.12K +666 New
BLC
203
Brown, Lisle/Cummings
Rhode Island
$5.09K – – –
TJHA
204
Thomas J. Herzfeld Advisors
Florida
$4.41K -$13.1K -1,699 -75%
GRP
205
Global Retirement Partners
California
$3.97K +$3.97K +512 New
MA
206
Montag & Associates
Georgia
$3.58K – – –
AP
207
Aspect Partners
Virginia
$2.36K +$2.36K +307 New
BTI
208
Blue Trust Inc
Georgia
$2K +$1.07K +126 +116%
AF
209
Allworth Financial
California
$769 – – –
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$77 – – –
Fidelity Investments
211
Fidelity Investments
Massachusetts
$15 -$3.76K -501 -100%
AWM
212
Atticus Wealth Management
Florida
$1 – – –
GA
213
GraniteShares Advisors
New York
– -$1.3M -170,556 Closed
HWM
214
HB Wealth Management
Georgia
– -$627K -82,396 Closed
JPMorgan Chase & Co
215
JPMorgan Chase & Co
New York
– -$558K -73,290 Closed
AAS
216
Ameritas Advisory Services
Nebraska
– -$174K -23,517 Closed
CCWM
217
Cassaday & Co Wealth Management
Virginia
– -$178K -23,333 Closed
Walleye Capital
218
Walleye Capital
New York
– -$141K -18,479 Closed
LI
219
LVZ Inc
Michigan
– -$130K -17,136 Closed
AOWM
220
Alpha Omega Wealth Management
Virginia
– -$104K -13,691 Closed
PCA
221
Pallas Capital Advisors
Massachusetts
– -$95K -13,458 Closed
GAG
222
GM Advisory Group
New York
– -$91.3K -12,000 Closed
IP
223
Ignite Planners
California
– -$81.9K -11,101 Closed
KNW
224
Kesler Norman & Wride
Utah
– -$77.6K -10,200 Closed
UCFA
225
United Capital Financial Advisors
Texas
– -$76.5K -10,046 Closed
6 7 8
9
10