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Eaton Vance Tax-Advantaged Dividend Income Fund

75 hedge funds and large institutions have $209M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $176M → $209M (+$32.7M)

14% more funds holding

Funds holding: 6675 (+9)

1.24% more ownership

Funds ownership: 13.78%15.02% (+1.2%)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
16
Increased
31
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$170K -$16.2K -873 -9%
Citigroup
52
Citigroup
New York
$149K +$13.5K +730 +10%
Creative Planning
53
Creative Planning
Kansas
$95K +$7.22K +390 +8%
TFA
54
Transamerica Financial Advisors
Florida
$84K -$40.2K -2,171 -33%
MBT
55
Monroe Bank & Trust
Michigan
$76K
HNB
56
Huntington National Bank
Ohio
$58K
PSUF
57
People's United Financial
Connecticut
$57K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$43K
EWM
59
Evercore Wealth Management
New York
$38K +$37K +2,000 New
NES
60
New England Securities
New York
$33K
ASN
61
Advisory Services Network
Georgia
$33K +$31.6K +1,710 New
KCPG
62
Kavar Capital Partners Group
Kansas
$32K +$31.9K +1,725 New
DADC
63
D.A. Davidson & Co
Montana
$26K +$26K +1,405 New
FWM
64
Focused Wealth Management
New York
$23K +$259 +14 +1%
First Manhattan
65
First Manhattan
New York
$22K +$3.76K +203 +20%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$21K
WA
67
WFG Advisors
Texas
$21K +$1.09K +59 +6%
HI
68
Hudock Inc
Pennsylvania
$18K
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$10.2K +$9.96K +538 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$10K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$8K +$8.05K +435 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$7K
AA
73
Apriem Advisors
California
$4K
PAS
74
Partnervest Advisory Services
California
$4K
BIM
75
BlackRock Investment Management
Delaware
$3K +$3.15K +170 New