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Eaton Vance Tax-Advantaged Dividend Income Fund

86 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8586 (+1)

4% more capital invested

Capital invested by funds: $210M → $218M (+$7.83M)

0.32% more ownership

Funds ownership: 13.2%13.52% (+0.32%)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$231K +$701 +32 +0.3%
AIP
52
Ahrens Investment Partners
Louisiana
$228K
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$217K +$482 +22 +0.2%
DPI
54
Diversified Portfolios Inc
Michigan
$210K
SCA
55
Snowden Capital Advisors
New York
$207K +$1.53K +70 +0.8%
HFS
56
HL Financial Services
Kentucky
$201K +$199K +9,100 New
IA
57
IFP Advisors
Florida
$192K -$14.8K -677 -7%
GWM
58
Geneos Wealth Management
Colorado
$176K +$110K +5,000 +169%
CBT
59
Capital Bank & Trust
California
$176K +$174K +7,934 New
CAL
60
Capital Advisors Ltd
Ohio
$174K
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$4.8K +219 +3%
EWM
62
Evercore Wealth Management
New York
$117K
CCM
63
Cribstone Capital Management
Maine
$114K
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$108K +$107K +4,874 New
NFG
65
Next Financial Group
Texas
$101K -$16.1K -735 -14%
Citigroup
66
Citigroup
New York
$101K +$13.1K +600 +15%
PMFA
67
Plante Moran Financial Advisors
Michigan
$89K
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$77K +$75.9K +3,465 New
JCM
69
Jacobi Capital Management
Pennsylvania
$58K -$2.78K -127 -5%
EWM
70
Endurance Wealth Management
Rhode Island
$55K
ASN
71
Advisory Services Network
Georgia
$43K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$39K -$54.8K -2,500 -59%
GWS
73
Glassman Wealth Services
Virginia
$36K -$15.1K -690 -30%
BWL
74
Bogart Wealth LLC
Virginia
$33K +$32.5K +1,483 New
SEI Investments
75
SEI Investments
Pennsylvania
$32K +$7.61K +347 +32%