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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $310M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
58
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.95M
3
UBS Group
3
UBS Group
Switzerland
$7.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.28M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$6.62M
3
Invesco
3
Invesco
Georgia
$18.4M
4
SWM
4
Spire Wealth Management
Virginia
$1.32M
5
CW
5
Cook Wealth
North Carolina
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.5M 4,696,405 +1,179,920 +34%
CW
2
Cook Wealth
North Carolina
$38.3M 4,011,967 -92,038 -2%
Wells Fargo
3
Wells Fargo
California
$24.9M 2,814,471 -62,365 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.7M 2,573,709 +222,176 +9%
RJA
5
Raymond James & Associates
Florida
$19.1M 2,159,446 -1,822 -0.1%
Invesco
6
Invesco
Georgia
$18.4M 2,087,433 -450,388 -18%
GC
7
Guggenheim Capital
Illinois
$14.2M 1,605,597 +4,441 +0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.2M 1,159,500 -44,566 -4%
LPL Financial
9
LPL Financial
California
$8.88M 1,005,629 +28,024 +3%
UBS Group
10
UBS Group
Switzerland
$7.06M 799,454 +250,512 +46%
Stifel Financial
11
Stifel Financial
Missouri
$6.62M 750,119 -545,329 -42%
AAM
12
Advisors Asset Management
Colorado
$5.97M 675,618 +30,623 +5%
SWA
13
Stratos Wealth Advisors
Ohio
$5.15M 583,525 -21,999 -4%
CIA
14
Capital Investment Advisors
Georgia
$4.76M 539,389 -21,576 -4%
SPIA
15
Steward Partners Investment Advisory
New York
$4.48M 507,701 -48,707 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.29M 485,743 +37,631 +8%
Ameriprise
17
Ameriprise
Minnesota
$4.22M 477,340 +38,019 +9%
Bank of America
18
Bank of America
North Carolina
$4.02M 454,966 -4,403 -1%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.95M 447,798 +447,798 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.82M 430,999 +16,085 +4%
WW
21
Waterfront Wealth
Kansas
$3.24M 366,386 -2,088 -0.6%
IA
22
IFP Advisors
Florida
$2.63M 286,606 – –
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.55M 288,316 -10,708 -4%
BIG
24
Boothe Investment Group
Delaware
$2.45M 272,789 +2,472 +0.9%
SI
25
Stephens Inc
Arkansas
$1.95M 220,432 +7,087 +3%
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