BDJ icon

BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

182 hedge funds and large institutions have $350M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 12 closing their positions.

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
52
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.57M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$23.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.8M
4
IA
4
IFP Advisors
Florida
$2.63M
5
CW
5
Cook Wealth
North Carolina
$38.5M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
CP
2
Castleview Partners
Texas
$396K
3
Invesco
3
Invesco
Georgia
$25.1M
4
Jane Street
4
Jane Street
New York
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
Cook Wealth
North Carolina
$38.5M 4,104,005 +138,121 +3%
Morgan Stanley
2
Morgan Stanley
New York
$34.8M 3,516,485 +273,796 +8%
Wells Fargo
3
Wells Fargo
California
$28.5M 2,876,836 +127,505 +5%
Invesco
4
Invesco
Georgia
$25.1M 2,537,821 -158,495 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.3M 2,351,533 +371,896 +19%
RJA
6
Raymond James & Associates
Florida
$21.4M 2,161,268 +62,838 +3%
GC
7
Guggenheim Capital
Illinois
$15.9M 1,601,156 +52,939 +3%
Stifel Financial
8
Stifel Financial
Missouri
$12.8M 1,295,448 -67,308 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.9M 1,204,066 -72,169 -6%
PPA
10
Parametric Portfolio Associates
Washington
$10.1M 1,020,815 -100,821 -9%
LPL Financial
11
LPL Financial
California
$9.68M 977,605 +66,954 +7%
AAM
12
Advisors Asset Management
Colorado
$6.39M 644,995 +75,623 +13%
SWA
13
Stratos Wealth Advisors
Ohio
$6M 605,524 +18,545 +3%
SFS
14
Shaker Financial Services
Virginia
$5.57M 562,196 +532,511 +1,794%
CIA
15
Capital Investment Advisors
Georgia
$5.55M 560,965 -7,579 -1%
SPIA
16
Steward Partners Investment Advisory
New York
$5.51M 556,408 +36,026 +7%
UBS Group
17
UBS Group
Switzerland
$5.44M 548,942 -11,918 -2%
Bank of America
18
Bank of America
North Carolina
$4.55M 459,369 -2,150 -0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.44M 448,112 -9,437 -2%
Ameriprise
20
Ameriprise
Minnesota
$4.37M 439,321 +61,239 +16%
WW
21
Waterfront Wealth
Kansas
$3.6M 368,474 +2,558 +0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.42M 414,914 +65,360 +19%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.96M 299,024 -5,881 -2%
SWM
24
Spire Wealth Management
Virginia
$2.91M 293,958 +1,174 +0.4%
BIG
25
Boothe Investment Group
Delaware
$2.69M 270,317 +18,505 +7%
1
2 3 4 5