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Eaton Vance Tax-Advantaged Dividend Income Fund

124 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 18.49%18.27% (-0.22%)

2% less capital invested

Capital invested by funds: $325M → $317M (-$8.12M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

2% less funds holding

Funds holding: 127124 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
38
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.98M +$335K +14,411 +9%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$3.78M +$267K +11,487 +8%
LCM
28
Landscape Capital Management
New Jersey
$3.42M -$422K -18,180 -11%
AWM
29
Accel Wealth Management
Iowa
$2.85M +$27.3K +1,177 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.65M +$131K +5,639 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.4M -$46 -2 -0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.16M +$220K +9,480 +11%
MAG
33
MRA Advisory Group
New Jersey
$1.92M -$40.5K -1,745 -2%
SPIA
34
Steward Partners Investment Advisory
New York
$1.86M +$53.7K +2,313 +3%
FSI
35
Flow State Investments
Illinois
$1.86M -$153K -6,596 -8%
1W
36
1776 Wealth
Georgia
$1.78M +$31.7K +1,364 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.16M -$448K -19,280 -28%
Stifel Financial
38
Stifel Financial
Missouri
$1.14M -$16.4K -705 -1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.08M +$27.8K +1,199 +3%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.03M -$16.8K -725 -2%
RA
41
RFG Advisory
Alabama
$931K -$71K -3,055 -7%
HCM
42
Hollencrest Capital Management
California
$882K
Corient Private Wealth
43
Corient Private Wealth
Florida
$795K
PCIA
44
Prime Capital Investment Advisors
Kansas
$764K -$29.9K -1,288 -4%
Mariner
45
Mariner
Kansas
$754K -$6.2K -267 -0.8%
SFS
46
Sowell Financial Services
Arkansas
$696K +$4.62K +199 +0.7%
SA
47
Sanctuary Advisors
Indiana
$682K +$693K +29,820 New
FFA
48
Founders Financial Alliance
North Carolina
$670K +$14.4K +618 +2%
JP Morgan Chase
49
JP Morgan Chase
New York
$650K -$840K -36,164 -56%
SCA
50
Snowden Capital Advisors
New York
$579K -$3.25K -140 -0.6%