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Eaton Vance Tax-Advantaged Dividend Income Fund

76 hedge funds and large institutions have $223M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $209M → $223M (+$14M)

1% more funds holding

Funds holding: 7576 (+1)

0.41% more ownership

Funds ownership: 15.02%15.43% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
26
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTIM
51
Marathon Trading Investment Management
Pennsylvania
$197K +$192K +10,000 New
AIG
52
American International Group
New York
$152K -$22.6K -1,180 -13%
NSIM
53
North Star Investment Management
Illinois
$94K +$91.9K +4,790 New
Creative Planning
54
Creative Planning
Kansas
$91K -$7.48K -390 -8%
TFA
55
Transamerica Financial Advisors
Florida
$77K -$8.96K -467 -11%
PSUF
56
People's United Financial
Connecticut
$59K
Citigroup
57
Citigroup
New York
$56K -$94.7K -4,939 -63%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$45K
WRM
59
Westport Resources Management
Connecticut
$39K -$153K -8,000 -80%
EWM
60
Evercore Wealth Management
New York
$39K
NES
61
New England Securities
New York
$34K
KCPG
62
Kavar Capital Partners Group
Kansas
$33K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$33K +$10.6K +550 +49%
WA
64
WFG Advisors
Texas
$22K +$19 +1 +0.1%
MBT
65
Monroe Bank & Trust
Michigan
$20K -$57.5K -3,000 -75%
FNBT
66
FineMark National Bank & Trust
Florida
$20K +$19.2K +1,000 New
First Manhattan
67
First Manhattan
New York
$19K -$3.89K -203 -17%
HI
68
Hudock Inc
Pennsylvania
$18K
DADC
69
D.A. Davidson & Co
Montana
$15K -$11.4K -592 -42%
FWM
70
Focused Wealth Management
New York
$12K -$11.2K -583 -49%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$10.6K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$10K
WTB
73
Washington Trust Bank
Washington
$8K +$7.67K +400 New
AA
74
Apriem Advisors
California
$4K
PAS
75
Partnervest Advisory Services
California
$4K