EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

99 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.5M
2
SB
2
Suntrust Banks
Georgia
$925K
3
Wells Fargo
3
Wells Fargo
California
$14.7M
4
AG
4
Advisor Group
Arizona
$1.54M
5
PM
5
Penbrook Management
New York
$676K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$10.5M
2
Bank of America
2
Bank of America
North Carolina
$40M
3
PAG
3
Private Advisor Group
New Jersey
$661K
4
QFA
4
Quattro Financial Advisors
Texas
$331K
5
BSW
5
Buckingham Strategic Wealth
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$1.16M 49,665 – –
SB
27
Suntrust Banks
Georgia
$925K 39,762 +39,762 New
PM
28
Penbrook Management
New York
$676K 29,047 +29,047 New
HighTower Advisors
29
HighTower Advisors
Illinois
$663K 28,546 -2,401 -8%
PAG
30
Private Advisor Group
New Jersey
$661K 27,946 -33,708 -55%
Creative Planning
31
Creative Planning
Kansas
$586K 25,201 -68 -0.3%
LWAC
32
Laurel Wealth Advisors (California)
California
$561K 24,150 +40 +0.2%
MML Investors Services
33
MML Investors Services
Massachusetts
$556K 23,874 – –
RMC
34
Regis Management Company
California
$553K 23,780 – –
Millennium Management
35
Millennium Management
New York
$540K 23,187 +5,318 +30%
KC
36
KHP Capital
Oklahoma
$476K 20,470 +20,470 New
PPA
37
Parametric Portfolio Associates
Washington
$464K 19,947 +19,947 New
Stifel Financial
38
Stifel Financial
Missouri
$404K 17,431 -150 -0.9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$402K 17,270 -1,140 -6%
FT
40
Fiduciary Trust
Massachusetts
$361K 15,525 +15,525 New
NSIM
41
North Star Investment Management
Illinois
$351K 15,081 +60 +0.4%
SPIA
42
Steward Partners Investment Advisory
New York
$343K 14,756 +3,479 +31%
LFAS
43
Level Four Advisory Services
Texas
$333K 14,313 -1,500 -9%
QFA
44
Quattro Financial Advisors
Texas
$331K 13,930 -23,080 -62%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$327K 14,074 +14,074 New
KeyBank National Association
46
KeyBank National Association
Ohio
$303K 13,040 – –
GWM
47
Geneos Wealth Management
Colorado
$292K 12,560 +4,600 +58%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$282K 12,104 – –
CB
49
Chemical Bank
Michigan
$256K 11,000 – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$253K 10,859 +404 +4%
1
2
3 4 5