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Eaton Vance Tax-Advantaged Dividend Income Fund

97 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

5% more capital invested

Capital invested by funds: $204M → $214M (+$9.79M)

0.18% more ownership

Funds ownership: 11.75%11.93% (+0.18%)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
33
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.1M -$5.84K -242 -0.5%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.05M +$264K +10,950 +34%
Ameriprise
28
Ameriprise
Minnesota
$936K -$123K -5,096 -12%
Stifel Financial
29
Stifel Financial
Missouri
$887K -$680K -28,180 -44%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$860K +$493K +20,417 +140%
EVM
31
Eaton Vance Management
Massachusetts
$803K
MML Investors Services
32
MML Investors Services
Massachusetts
$777K -$83.5K -3,463 -10%
Invesco
33
Invesco
Georgia
$707K +$13.4K +556 +2%
Creative Planning
34
Creative Planning
Kansas
$569K +$21K +872 +4%
SPIA
35
Steward Partners Investment Advisory
New York
$565K +$76K +3,150 +16%
PM
36
Penbrook Management
New York
$544K -$20.7K -858 -4%
CAN
37
Cetera Advisor Networks
California
$444K -$49.4K -2,046 -10%
PPA
38
Parametric Portfolio Associates
Washington
$431K -$7.33K -304 -2%
SFS
39
Sowell Financial Services
Arkansas
$405K +$398K +16,490 New
NSIM
40
North Star Investment Management
Illinois
$398K +$338 +14 +0.1%
DC
41
Davenport & Co
Virginia
$388K
FT
42
Fiduciary Trust
Massachusetts
$381K
PPP
43
Private Portfolio Partners
New Jersey
$376K +$107K +4,421 +41%
NA
44
NewEdge Advisors
Louisiana
$348K
Goldman Sachs
45
Goldman Sachs
New York
$303K
LWAC
46
Laurel Wealth Advisors (California)
California
$301K -$1.54K -64 -0.5%
WAAG
47
Wealth Alliance Advisory Group
Kansas
$280K
SCA
48
Snowden Capital Advisors
New York
$279K +$1.4K +58 +0.5%
COI
49
Capital One Investing
Virginia
$270K -$224K -9,300 -46%
TNB
50
TCF National Bank
South Dakota
$270K +$265K +11,000 New