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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.4M
2
BIG
2
Boothe Investment Group
Delaware
$2.8M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
CW
4
Cook Wealth
North Carolina
$35.6M
5
AWS
5
Atria Wealth Solutions
New York
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WW
3
Waterfront Wealth
Kansas
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$21.7M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.2M 4,022,390 -534,160 -12%
CW
2
Cook Wealth
North Carolina
$35.6M 3,951,749 +171,930 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.4M 3,372,515 +489,892 +17%
Wells Fargo
4
Wells Fargo
California
$21.7M 2,405,836 -71,595 -3%
RJA
5
Raymond James & Associates
Florida
$19.1M 2,125,185 +13,385 +0.6%
Invesco
6
Invesco
Georgia
$17.5M 1,947,712 +35,213 +2%
GC
7
Guggenheim Capital
Illinois
$13.7M 1,522,851 -7,118 -0.5%
UBS Group
8
UBS Group
Switzerland
$12M 1,333,484 +273,482 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.76M 1,083,542 -17,642 -2%
LPL Financial
10
LPL Financial
California
$9.66M 1,072,654 +21,985 +2%
Stifel Financial
11
Stifel Financial
Missouri
$7.03M 780,258 +23,809 +3%
AAM
12
Advisors Asset Management
Colorado
$5.81M 644,597 +44,287 +7%
SWA
13
Stratos Wealth Advisors
Ohio
$5.51M 611,836 +24,794 +4%
Bank of America
14
Bank of America
North Carolina
$5.25M 582,436 -14,996 -3%
SPIA
15
Steward Partners Investment Advisory
New York
$4.82M 534,656 +25,153 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.78M 530,629 +5,087 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.49M 498,527 +46,650 +10%
Ameriprise
18
Ameriprise
Minnesota
$4.39M 486,789 +11,861 +2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.09M 453,448 -24,514 -5%
BIG
20
Boothe Investment Group
Delaware
$2.8M 310,641 +310,641 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.68M 297,850 +16,440 +6%
IA
22
IFP Advisors
Florida
$2.62M 284,713 -1,602 -0.6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.58M 285,842 +2,737 +1%
WW
24
Waterfront Wealth
Kansas
$2.07M 227,523 -103,996 -31%
DJYG
25
David J. Yvars Group
Florida
$1.86M 207,119 +5,686 +3%
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