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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

195 hedge funds and large institutions have $268M invested in BlackRock Enhanced Equity Dividend Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.2M
2
WAM
2
Wolverine Asset Management
Illinois
$5.22M
3
CA
3
Cornerstone Advisors
North Carolina
$4.06M
4
AA
4
AQR Arbitrage
Connecticut
$3.56M
5
BIG
5
Boothe Investment Group
Delaware
$3.23M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.4M
2
CW
2
Cook Wealth
North Carolina
$13.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.5M
4
SI
4
Stephens Inc
Arkansas
$665K
5
SI
5
Saxon Interests
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M 3,476,425 -322,151 -8%
Wells Fargo
2
Wells Fargo
California
$19.2M 2,520,781 +107,218 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.4M 2,420,226 -1,280,086 -35%
Invesco
4
Invesco
Georgia
$18.2M 2,385,847 +623,219 +35%
RJA
5
Raymond James & Associates
Florida
$16M 2,106,193 +13,913 +0.7%
CW
6
Cook Wealth
North Carolina
$13.1M 1,886,471 -1,258,400 -40%
GC
7
Guggenheim Capital
Illinois
$12.1M 1,585,793 +84,414 +6%
LPL Financial
8
LPL Financial
California
$9.89M 1,300,156 +39,227 +3%
UBS Group
9
UBS Group
Switzerland
$9.66M 1,269,811 +133,667 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.17M 941,842 -4,373 -0.5%
Stifel Financial
11
Stifel Financial
Missouri
$6.72M 883,683 +66,407 +8%
SFS
12
Shaker Financial Services
Virginia
$6.55M 860,512 +204,572 +31%
AAM
13
Advisors Asset Management
Colorado
$5.64M 741,069 +223,276 +43%
SWA
14
Stratos Wealth Advisors
Ohio
$5.43M 712,967 +40,644 +6%
WAM
15
Wolverine Asset Management
Illinois
$5.22M 686,416 +543,375 +380%
Bank of America
16
Bank of America
North Carolina
$4.95M 650,288 +10,698 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.54M 596,631 +118,134 +25%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.4M 578,214 -4,509 -0.8%
CA
19
Cornerstone Advisors
North Carolina
$4.06M 534,158 +534,158 New
Ameriprise
20
Ameriprise
Minnesota
$3.74M 491,811 -15,124 -3%
AA
21
AQR Arbitrage
Connecticut
$3.56M 468,286 +468,286 New
BIG
22
Boothe Investment Group
Delaware
$3.23M 424,128 +424,128 New
LCM
23
Landscape Capital Management
New Jersey
$2.78M 365,862 +231,849 +173%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.51M 329,289 +16,061 +5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.13M 279,831 -3,169 -1%
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