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Eaton Vance Tax-Advantaged Dividend Income Fund

86 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8586 (+1)

4% more capital invested

Capital invested by funds: $210M → $218M (+$7.83M)

0.32% more ownership

Funds ownership: 13.2%13.52% (+0.32%)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.09M +$313K +14,295 +41%
QFA
27
Quattro Financial Advisors
Texas
$822K +$811K +37,010 New
AG
28
Advisor Group
Arizona
$762K -$408K -18,603 -35%
HighTower Advisors
29
HighTower Advisors
Illinois
$684K +$113K +5,178 +20%
Creative Planning
30
Creative Planning
Kansas
$559K -$85.1K -3,882 -13%
LWAC
31
Laurel Wealth Advisors (California)
California
$533K +$60.1K +2,741 +13%
MML Investors Services
32
MML Investors Services
Massachusetts
$528K -$18.1K -828 -3%
RMC
33
Regis Management Company
California
$526K
BSW
34
Buckingham Strategic Wealth
Missouri
$488K -$288K -13,124 -37%
NPC
35
National Planning Corporation
California
$458K -$91.2K -4,160 -17%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$407K +$137K +6,257 +51%
HNB
37
Huntington National Bank
Ohio
$405K
Millennium Management
38
Millennium Management
New York
$395K +$32K +1,460 +9%
Stifel Financial
39
Stifel Financial
Missouri
$389K -$86.8K -3,963 -18%
LFAS
40
Level Four Advisory Services
Texas
$350K
NSIM
41
North Star Investment Management
Illinois
$332K +$1.31K +60 +0.4%
KeyBank National Association
42
KeyBank National Association
Ohio
$289K
M&T Bank
43
M&T Bank
New York
$274K +$30.7K +1,400 +13%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$268K
SPIA
45
Steward Partners Investment Advisory
New York
$249K +$86.1K +3,930 +53%
ICOA
46
Investment Centers of America
North Dakota
$249K +$248K +11,328 New
Goldman Sachs
47
Goldman Sachs
New York
$244K -$44.2K -2,017 -15%
CB
48
Chemical Bank
Michigan
$243K
LC
49
Lourd Capital
California
$235K -$88.8K -4,053 -28%
WA
50
WealthTrust Axiom
Pennsylvania
$235K