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Eaton Vance Tax-Advantaged Dividend Income Fund

130 hedge funds and large institutions have $332M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more funds holding

Funds holding: 124130 (+6)

5% more capital invested

Capital invested by funds: $317M → $332M (+$15.2M)

0.21% less ownership

Funds ownership: 18.27%18.06% (-0.21%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
39
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$4.09M -$128K -5,351 -3%
FAM
27
Formidable Asset Management
Ohio
$3.88M -$778K -32,542 -17%
AWM
28
Accel Wealth Management
Iowa
$2.95M -$70.4K -2,945 -2%
WAM
29
Wolverine Asset Management
Illinois
$2.89M -$1.82M -76,156 -39%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.87M +$58K +2,426 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.43M -$116K -4,839 -5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.36M +$65.5K +2,742 +3%
SPIA
33
Steward Partners Investment Advisory
New York
$2.07M +$96.2K +4,026 +5%
MAG
34
MRA Advisory Group
New Jersey
$1.95M -$81.9K -3,428 -4%
1W
35
1776 Wealth
Georgia
$1.81M -$77.3K -3,235 -4%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.25M +$20.3K +848 +2%
Stifel Financial
37
Stifel Financial
Missouri
$1.21M +$1.67K +70 +0.1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.11M -$31.1K -1,300 -3%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.1M +$5.79K +242 +0.5%
HCM
40
Hollencrest Capital Management
California
$935K
RA
41
RFG Advisory
Alabama
$912K -$72.5K -3,032 -8%
SIAS
42
Summit Investment Advisory Services
Minnesota
$890K +$861K +36,035 New
SFS
43
Sowell Financial Services
Arkansas
$853K +$112K +4,688 +16%
LCM
44
Landscape Capital Management
New Jersey
$839K -$2.7M -112,775 -77%
Corient Private Wealth
45
Corient Private Wealth
Florida
$839K -$3.59K -150 -0.4%
Mariner
46
Mariner
Kansas
$825K +$24.5K +1,025 +3%
PCIA
47
Prime Capital Investment Advisors
Kansas
$760K -$48.5K -2,030 -6%
FFA
48
Founders Financial Alliance
North Carolina
$751K +$39.1K +1,635 +6%
Invesco
49
Invesco
Georgia
$749K +$479K +20,048 +195%
SA
50
Sanctuary Advisors
Indiana
$742K -$12.1K -508 -2%