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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

161 hedge funds and large institutions have $294M invested in BlackRock Enhanced Equity Dividend Trust in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
53
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$6.32M
2
SWA
2
Stratos Wealth Advisors
Ohio
$5.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.8M
4
SFS
4
Shaker Financial Services
Virginia
$4.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.27M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
SDAM
4
Shulman DeMeo Asset Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.8M 3,248,027 +234,143 +8%
Wells Fargo
2
Wells Fargo
California
$26.4M 2,698,728 -67,622 -2%
Invesco
3
Invesco
Georgia
$24.6M 2,505,880 +26,962 +1%
RJA
4
Raymond James & Associates
Florida
$20.6M 2,097,118 -20,180 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.6M 1,997,457 -275,074 -12%
GC
6
Guggenheim Capital
Illinois
$14M 1,427,689 +149,115 +12%
Stifel Financial
7
Stifel Financial
Missouri
$13M 1,325,610 -55,367 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.9M 1,311,775 -327,231 -20%
PPA
9
Parametric Portfolio Associates
Washington
$10.7M 1,090,141 +58,618 +6%
LPL Financial
10
LPL Financial
California
$7.93M 809,130 +12,032 +2%
PCM
11
Penserra Capital Management
California
$6.32M 645,071 +645,071 New
AAM
12
Advisors Asset Management
Colorado
$6.17M 629,442 -80,600 -11%
Bank of America
13
Bank of America
North Carolina
$6.01M 613,099 +98,742 +19%
SWA
14
Stratos Wealth Advisors
Ohio
$5.59M 570,003 +327,348 +135%
UBS Group
15
UBS Group
Switzerland
$5.51M 561,887 -82,494 -13%
SPIA
16
Steward Partners Investment Advisory
New York
$5.25M 535,451 +22,779 +4%
CIA
17
Capital Investment Advisors
Georgia
$5.25M 535,402 +43,728 +9%
SFS
18
Shaker Financial Services
Virginia
$4.52M 461,580 +221,467 +92%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.27M 436,096 +184,360 +73%
Ameriprise
20
Ameriprise
Minnesota
$3.93M 398,323 -22,764 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.64M 370,207 -3,468 -0.9%
WW
22
Waterfront Wealth
Kansas
$3.51M 358,279 +34,483 +11%
BIG
23
Boothe Investment Group
Delaware
$3M 301,818 +9,129 +3%
SWM
24
Spire Wealth Management
Virginia
$3M 305,928 -801 -0.3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.97M 303,504 -8,558 -3%
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