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Eaton Vance Tax-Advantaged Dividend Income Fund

107 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $197M → $207M (+$10.2M)

0% more funds holding

Funds holding: 107107 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1.41% less ownership

Funds ownership: 14.17%12.76% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
27
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$274K +$617 +29 +0.2%
WAAG
52
Wealth Alliance Advisory Group
Kansas
$272K +$246K +11,572 New
Invesco
53
Invesco
Georgia
$263K -$1.27M -59,635 -83%
IAA
54
Independent Advisor Alliance
North Carolina
$258K +$246K +11,564 New
GWM
55
Geneos Wealth Management
Colorado
$248K +$22.3K +1,050 +10%
CB
56
Chemical Bank
Michigan
$245K
PPP
57
Private Portfolio Partners
New Jersey
$245K +$2.4K +113 +1%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$242K
JMPWA
59
JP Morgan Private Wealth Advisors
California
$241K -$202K -9,469 -47%
LC
60
Lourd Capital
California
$237K
1WA
61
180 Wealth Advisors
Washington
$234K
SPC
62
Sigma Planning Corp
Michigan
$233K +$222K +10,431 New
AWA
63
Acorn Wealth Advisors
Michigan
$227K +$209K +9,817 New
BBHC
64
Brown Brothers Harriman & Co
New York
$223K +$213K +10,000 New
SCA
65
Snowden Capital Advisors
New York
$218K +$208K +9,779 New
WA
66
WealthTrust Axiom
Pennsylvania
$214K +$205K +9,640 New
FAIM
67
Financial Advocates Investment Management
Washington
$206K +$197K +9,250 New
HFS
68
HL Financial Services
Kentucky
$203K +$194K +9,100 New
CAL
69
Capital Advisors Ltd
Ohio
$175K
FWM
70
Focused Wealth Management
New York
$82K +$78.6K +3,693 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$81K
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$77K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$73K -$4.77K -224 -6%
EWM
74
Endurance Wealth Management
Rhode Island
$56K
RFC
75
Regions Financial Corp
Alabama
$50K