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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

108 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.6M
2
JAM
2
Jolley Asset Management
North Carolina
$628K
3
Citigroup
3
Citigroup
New York
$513K
4
ACM
4
Allred Capital Management
Texas
$438K
5
KA
5
Kovack Advisors
Florida
$375K

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21.7M
3
Cohen & Steers
3
Cohen & Steers
New York
$6.99M
4
Bank of America
4
Bank of America
North Carolina
$33.6M
5
OC
5
Oppenheimer & Co
New York
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.1M +$8.2K +321 +0.7%
Ameriprise
27
Ameriprise
Minnesota
$1M +$32.2K +1,261 +3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$895K +$818 +32 +0.1%
MML Investors Services
29
MML Investors Services
Massachusetts
$845K +$38.2K +1,498 +5%
EVM
30
Eaton Vance Management
Massachusetts
$834K – – –
Stifel Financial
31
Stifel Financial
Missouri
$763K -$160K -6,237 -17%
JWCA
32
J.W. Cole Advisors
Florida
$754K +$754K +29,540 New
SFPG
33
Stonebridge Financial Planning Group
Florida
$749K +$749K +29,364 New
Invesco
34
Invesco
Georgia
$708K -$26.8K -1,050 -4%
JAM
35
Jolley Asset Management
North Carolina
$628K +$628K +24,589 New
Creative Planning
36
Creative Planning
Kansas
$598K +$6.64K +260 +1%
PM
37
Penbrook Management
New York
$555K -$10.2K -400 -2%
DC
38
Davenport & Co
Virginia
$549K +$133K +5,222 +32%
SPIA
39
Steward Partners Investment Advisory
New York
$538K -$48.4K -1,900 -8%
Citigroup
40
Citigroup
New York
$513K +$448K +17,543 +690%
AA
41
Apriem Advisors
California
$493K -$735K -28,840 -60%
PPA
42
Parametric Portfolio Associates
Washington
$448K – – –
PPP
43
Private Portfolio Partners
New Jersey
$442K +$51K +1,995 +13%
ACM
44
Allred Capital Management
Texas
$438K +$438K +17,158 New
SFS
45
Sowell Financial Services
Arkansas
$421K – – –
NSIM
46
North Star Investment Management
Illinois
$414K +$332 +13 +0.1%
FT
47
Fiduciary Trust
Massachusetts
$396K – – –
KA
48
Kovack Advisors
Florida
$375K +$375K +14,711 New
Truist Financial
49
Truist Financial
North Carolina
$361K +$361K +14,160 New
NA
50
NewEdge Advisors
Louisiana
$360K – – –
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