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Eaton Vance Tax-Advantaged Dividend Income Fund

97 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

5% more capital invested

Capital invested by funds: $204M → $214M (+$9.79M)

0.18% more ownership

Funds ownership: 11.75%11.93% (+0.18%)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
33
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$267K
FAIM
52
Financial Advocates Investment Management
Washington
$263K +$35.1K +1,453 +16%
SPC
53
Sigma Planning Corp
Michigan
$257K +$289 +12 +0.1%
IC
54
Inscription Capital
Texas
$242K -$1.7M -70,329 -88%
1WA
55
180 Wealth Advisors
Washington
$242K
JMPWA
56
JP Morgan Private Wealth Advisors
California
$240K +$917 +38 +0.4%
WA
57
WealthTrust Axiom
Pennsylvania
$236K
Baird Financial Group
58
Baird Financial Group
Wisconsin
$224K
AWA
59
Acorn Wealth Advisors
Michigan
$213K -$23.3K -965 -10%
SCA
60
SMH Capital Advisors
Texas
$209K +$206K +8,519 New
M&T Bank
61
M&T Bank
New York
$206K +$203K +8,400 New
AIP
62
Ahrens Investment Partners
Louisiana
$204K +$200K +8,300 New
SB
63
Suntrust Banks
Georgia
$202K +$209K +8,684 New
AssetMark Inc
64
AssetMark Inc
California
$135K +$133K +5,500 New
US Bancorp
65
US Bancorp
Minnesota
$116K +$44.1K +1,830 +64%
CAN
66
Claraphi Advisory Network
United States
$113K +$111K +4,597 New
GWM
67
Geneos Wealth Management
Colorado
$103K -$166K -6,893 -62%
EIP
68
Ellis Investment Partners
Pennsylvania
$90K +$6.42K +266 +8%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$85K
FHA
70
Flagship Harbor Advisors
Massachusetts
$81K -$2.41K -100 -3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$69K +$67.9K +2,816 New
Citigroup
72
Citigroup
New York
$62K +$2.6K +108 +4%
EWM
73
Endurance Wealth Management
Rhode Island
$61K
JCM
74
Jacobi Capital Management
Pennsylvania
$58K +$1.01K +42 +2%
CFB
75
Cullen/Frost Bankers
Texas
$58K +$57K +2,364 New