EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

83 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
21
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$9.03M
2
DA
2
Doliver Advisors
Texas
$693K
3
Wells Fargo
3
Wells Fargo
California
$11.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$2.41M
5
JIC
5
Joel Isaacson & Co
New York
$17.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$45M
2
AAM
2
Advisors Asset Management
Colorado
$3.6M
3
Cohen & Steers
3
Cohen & Steers
New York
$16.9M
4
GC
4
Guggenheim Capital
Illinois
$5.56M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
51
Vicus Capital
Pennsylvania
$206K – – –
WAM
52
Weiss Asset Management
Massachusetts
$201K +$201K +9,785 New
CAL
53
Capital Advisors Ltd
Ohio
$161K – – –
MA
54
MUFG Americas
New York
$151K – – –
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K +$34.6K +1,679 +34%
CCM
56
Cribstone Capital Management
Maine
$109K -$21.2K -1,000 -16%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$98K – – –
PMFA
58
Plante Moran Financial Advisors
Michigan
$82K – – –
GWM
59
Geneos Wealth Management
Colorado
$75K – – –
HNB
60
Huntington National Bank
Ohio
$62K -$61K – –
PSUF
61
People's United Financial
Connecticut
$62K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$54K +$54K +2,673 New
EWM
63
Endurance Wealth Management
Rhode Island
$51K – – –
DADC
64
D.A. Davidson & Co
Montana
$49K +$6.58K +321 +15%
GWS
65
Glassman Wealth Services
Virginia
$47K – – –
EWM
66
Evercore Wealth Management
New York
$41K – – –
BCI
67
Brinker Capital Investments
Pennsylvania
$23K – – –
BAM
68
Barrett Asset Management
New York
$23K +$23K +1,101 New
GEA
69
Glen Eagle Advisors
New Jersey
$22.9K +$22.9K +1,116 New
SEI Investments
70
SEI Investments
Pennsylvania
$22K – – –
FAN
71
Financial Advisors Network
California
$21.5K +$21.5K +1,000 New
First Manhattan
72
First Manhattan
New York
$20K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$16K -$54K -2,700 -77%
FWM
74
Focused Wealth Management
New York
$16K +$335 +16 +2%
MBT
75
Montecito Bank & Trust
California
$16K +$16K +800 New
1 2
3
4