EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

79 hedge funds and large institutions have $244M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
8
Increased
34
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.1M
2
Cohen & Steers
2
Cohen & Steers
New York
$23.9M
3
PPA
3
Parametric Portfolio Associates
Washington
$11.5M
4
U
4
UBS
Switzerland
$23.2M
5
TC
5
TFS Capital
Pennsylvania
$1.35M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.32M
2
WAM
2
Wolverine Asset Management
Illinois
$362K
3
PM
3
Penbrook Management
New York
$1.19M
4
OC
4
Oppenheimer & Co
New York
$4.21M
5
VFS
5
VSR Financial Services
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
51
Shepherd Kaplan Krochuk
Massachusetts
$225K +$225K +10,860 New
BRWA
52
B. Riley Wealth Advisors
Florida
$217K +$102K +9,889 +90%
PAG
53
Private Advisor Group
New Jersey
$214K – – –
AIG
54
American International Group
New York
$201K +$40.7K +1,964 +25%
NSIM
55
North Star Investment Management
Illinois
$135K +$36.2K +1,752 +37%
TFA
56
Transamerica Financial Advisors
Florida
$129K +$47.8K +2,299 +59%
Creative Planning
57
Creative Planning
Kansas
$75K -$20.8K -1,000 -22%
PSUF
58
People's United Financial
Connecticut
$62K – – –
Citigroup
59
Citigroup
New York
$57K -$2.26K -109 -4%
RFA
60
Reilly Financial Advisors
California
$50K +$50K +2,400 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$47K – – –
EWM
62
Evercore Wealth Management
New York
$41K – – –
BBHC
63
Brown Brothers Harriman & Co
New York
$41K +$41K +2,000 New
NES
64
New England Securities
New York
$36K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$27K -$7.12K -350 -21%
FWM
66
Focused Wealth Management
New York
$25K +$12.4K +605 +98%
WA
67
WFG Advisors
Texas
$23K +$20 +1 +0.1%
DADC
68
D.A. Davidson & Co
Montana
$23K +$6.7K +334 +41%
WRM
69
Westport Resources Management
Connecticut
$21K -$21K -1,000 -50%
FNBT
70
FineMark National Bank & Trust
Florida
$21K – – –
MBT
71
Monroe Bank & Trust
Michigan
$21K – – –
First Manhattan
72
First Manhattan
New York
$20K – – –
HI
73
Hudock Inc
Pennsylvania
$19K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$10K – – –
WTB
75
Washington Trust Bank
Washington
$8K – – –
1 2
3
4