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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

191 hedge funds and large institutions have $284M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
57
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.47M
2
WAM
2
Wolverine Asset Management
Illinois
$1.19M
3
LCM
3
Landscape Capital Management
New Jersey
$1.12M
4
Invesco
4
Invesco
Georgia
$14.7M
5
LPL Financial
5
LPL Financial
California
$10.5M

Top Sellers

1
CW
1
Cook Wealth
North Carolina
$26.2M
2
BIG
2
Boothe Investment Group
Delaware
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.7M
5
HI
5
Hoey Investments
Pennsylvania
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.7M 3,798,576 -179,529 -5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.9M 3,700,312 +32,880 +0.9%
CW
3
Cook Wealth
North Carolina
$26.2M 3,144,871 -696,784 -18%
Wells Fargo
4
Wells Fargo
California
$20.1M 2,413,563 +71,952 +3%
RJA
5
Raymond James & Associates
Florida
$17.4M 2,092,280 -16,675 -0.8%
Invesco
6
Invesco
Georgia
$14.7M 1,762,628 +133,680 +8%
GC
7
Guggenheim Capital
Illinois
$12.5M 1,501,379 +68,417 +5%
LPL Financial
8
LPL Financial
California
$10.5M 1,260,929 +76,783 +6%
UBS Group
9
UBS Group
Switzerland
$9.48M 1,136,144 -76,826 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.89M 946,215 -67,255 -7%
Stifel Financial
11
Stifel Financial
Missouri
$6.82M 817,276 +45,602 +6%
SWA
12
Stratos Wealth Advisors
Ohio
$5.61M 672,323 +47,192 +8%
SFS
13
Shaker Financial Services
Virginia
$5.47M 655,940 +568,691 +652%
Bank of America
14
Bank of America
North Carolina
$5.33M 639,590 +24,905 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.86M 582,723 -4,470 -0.8%
AAM
16
Advisors Asset Management
Colorado
$4.32M 517,793 -2,931 -0.6%
Ameriprise
17
Ameriprise
Minnesota
$4.22M 506,935 +10,137 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.99M 478,497 -26,775 -5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.61M 313,228 +10,138 +3%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.36M 283,000 -6,785 -2%
WW
21
Waterfront Wealth
Kansas
$2.13M 254,824 +24,426 +11%
SPIA
22
Steward Partners Investment Advisory
New York
$1.92M 230,233 -313,790 -58%
CAN
23
Cetera Advisor Networks
California
$1.91M 228,955 +16,494 +8%
AWS
24
Atria Wealth Solutions
New York
$1.82M 218,723 +16,792 +8%
HI
25
Hoey Investments
Pennsylvania
$1.68M 201,123 -136,306 -40%
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