EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

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.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.15%
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
–

Top Buyers

1
FAM
1
Formidable Asset Management
Ohio
$6.53M
2
QFA
2
Quattro Financial Advisors
Texas
$822K
3
Morgan Stanley
3
Morgan Stanley
New York
$19.8M
4
SWP
4
Stratos Wealth Partners
Ohio
$12.6M
5
Bank of America
5
Bank of America
North Carolina
$38.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$17.4M
2
UBS Group
2
UBS Group
Switzerland
$33.4M
3
AAM
3
Advisors Asset Management
Colorado
$3.57M
4
Invesco
4
Invesco
Georgia
$3.54M
5
DA
5
Doliver Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$231K +$707 +32 +0.3%
AIP
52
Ahrens Investment Partners
Louisiana
$228K – – –
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$217K +$486 +22 +0.2%
DPI
54
Diversified Portfolios Inc
Michigan
$210K – – –
SCA
55
Snowden Capital Advisors
New York
$207K +$1.55K +70 +0.8%
HFS
56
HL Financial Services
Kentucky
$201K +$201K +9,100 New
IA
57
IFP Advisors
Florida
$192K -$15K -677 -7%
GWM
58
Geneos Wealth Management
Colorado
$176K +$111K +5,000 +169%
CBT
59
Capital Bank & Trust
California
$176K +$176K +7,934 New
CAL
60
Capital Advisors Ltd
Ohio
$174K – – –
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$4.85K +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 +$108K +4,874 New
NFG
65
Next Financial Group
Texas
$101K -$16.4K -735 -14%
Citigroup
66
Citigroup
New York
$101K +$13.3K +600 +15%
PMFA
67
Plante Moran Financial Advisors
Michigan
$89K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$77K +$77K +3,465 New
JCM
69
Jacobi Capital Management
Pennsylvania
$58K -$2.82K -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 -$55.2K -2,500 -59%
GWS
73
Glassman Wealth Services
Virginia
$36K -$15.5K -690 -30%
BWL
74
Bogart Wealth LLC
Virginia
$33K +$33K +1,483 New
SEI Investments
75
SEI Investments
Pennsylvania
$32K +$7.72K +347 +32%
1 2
3
4