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Eaton Vance Tax-Advantaged Dividend Income Fund

111 hedge funds and large institutions have $267M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1% more funds holding

Funds holding: 110111 (+1)

0.64% less ownership

Funds ownership: 13.86%13.21% (-0.64%)

5% less capital invested

Capital invested by funds: $282M → $267M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
48
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.78M +$5.58K +200 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$1.58M +$144K +5,144 +10%
CA
28
Cetera Advisors
Colorado
$1.57M +$672K +24,094 +73%
AWM
29
AE Wealth Management
Kansas
$1.53M -$29.8K -1,069 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.5M +$140K +5,025 +10%
HCM
31
Hollencrest Capital Management
California
$1.24M
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.21M -$56.8K -2,035 -4%
CAN
33
Cetera Advisor Networks
California
$1.06M +$305K +10,922 +39%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.03M +$631K +22,610 +150%
Creative Planning
35
Creative Planning
Kansas
$987K +$77.3K +2,769 +8%
JWCA
36
J.W. Cole Advisors
Florida
$944K +$64.2K +2,300 +7%
OC
37
Oppenheimer & Co
New York
$921K -$113K -4,045 -11%
Mariner
38
Mariner
Kansas
$919K +$9.29K +333 +1%
EVM
39
Eaton Vance Management
Massachusetts
$861K +$14K +500 +2%
FFA
40
Founders Financial Alliance
North Carolina
$823K +$439K +15,716 +110%
EWA
41
Encompass Wealth Advisors
Oregon
$714K +$10.3K +368 +1%
LOPW
42
Live Oak Private Wealth
North Carolina
$675K
DC
43
Davenport & Co
Virginia
$633K -$921 -33 -0.1%
MML Investors Services
44
MML Investors Services
Massachusetts
$589K +$11.3K +406 +2%
Invesco
45
Invesco
Georgia
$577K +$237K +8,478 +68%
PM
46
Penbrook Management
New York
$556K -$27.9K -1,000 -5%
Millennium Management
47
Millennium Management
New York
$476K +$484K +17,332 New
KPWS
48
Kestra Private Wealth Services
Texas
$468K +$22.9K +821 +5%
LWM
49
Laidlaw Wealth Management
New York
$459K +$18.4K +661 +4%
SFPG
50
Stonebridge Financial Planning Group
Florida
$434K -$9.85K -353 -2%