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Eaton Vance Tax-Advantaged Dividend Income Fund

110 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $261M → $282M (+$20.8M)

0.36% more ownership

Funds ownership: 13.5%13.86% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119110 (-9)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
44
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.6M +$1.13M +41,138 +247%
AWM
27
AE Wealth Management
Kansas
$1.57M -$146K -5,296 -9%
AWM
28
Accel Wealth Management
Iowa
$1.49M +$820K +29,804 +124%
Ameriprise
29
Ameriprise
Minnesota
$1.45M +$28.6K +1,041 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.37M -$38.9K -1,413 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.28M -$28.8K -1,047 -2%
HCM
32
Hollencrest Capital Management
California
$1.25M
Deutsche Bank
33
Deutsche Bank
Germany
$1.22M
OC
34
Oppenheimer & Co
New York
$1.04M -$229K -8,327 -18%
Creative Planning
35
Creative Planning
Kansas
$917K -$5.83K -212 -0.6%
Mariner
36
Mariner
Kansas
$916K
CA
37
Cetera Advisors
Colorado
$915K -$1.84K -67 -0.2%
JWCA
38
J.W. Cole Advisors
Florida
$887K +$13.8K +500 +2%
EVM
39
Eaton Vance Management
Massachusetts
$854K +$238K +8,650 +39%
CAN
40
Cetera Advisor Networks
California
$767K +$142K +5,173 +23%
EWA
41
Encompass Wealth Advisors
Oregon
$708K -$160K -5,806 -18%
LOPW
42
Live Oak Private Wealth
North Carolina
$680K
DC
43
Davenport & Co
Virginia
$638K +$2.92K +106 +0.5%
PM
44
Penbrook Management
New York
$587K
MML Investors Services
45
MML Investors Services
Massachusetts
$582K +$688 +25 +0.1%
KPWS
46
Kestra Private Wealth Services
Texas
$448K +$550 +20 +0.1%
LWM
47
Laidlaw Wealth Management
New York
$444K +$63.6K +2,311 +17%
SFPG
48
Stonebridge Financial Planning Group
Florida
$420K -$138K -5,000 -25%
FT
49
Fiduciary Trust
Massachusetts
$416K +$24.7K +897 +6%
KAS
50
Kestra Advisory Services
Texas
$416K +$145K +5,281 +54%