EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

92 hedge funds and large institutions have $178M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
23
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGAM
1
McGowan Group Asset Management
Texas
$2.77M
2
Bank of America
2
Bank of America
North Carolina
$25.2M
3
RJA
3
Raymond James & Associates
Florida
$3.88M
4
SWP
4
Stratos Wealth Partners
Ohio
$13.1M
5
JWCA
5
J.W. Cole Advisors
Florida
$583K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$27.7M
2
KIM
2
Karpus Investment Management
New York
$7.37M
3
1W
3
1776 Wealth
Georgia
$1.66M
4
Goldman Sachs
4
Goldman Sachs
New York
$743K
5
OC
5
Oppenheimer & Co
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
51
Fiduciary Trust
Massachusetts
$272K 14,150 -1,375 -9%
TNB
52
TCF National Bank
South Dakota
$262K 11,000 – –
Truist Financial
53
Truist Financial
North Carolina
$262K 13,621 +13,621 New
MWM
54
Meridian Wealth Management
Kentucky
$238K 12,417 +12,417 New
FAIM
55
Financial Advocates Investment Management
Washington
$237K 12,312 +1,609 +15%
PPA
56
Parametric Portfolio Associates
Washington
$236K 12,286 -1,714 -12%
WAAG
57
Wealth Alliance Advisory Group
Kansas
$223K 11,572 – –
AA
58
Apriem Advisors
California
$204K 10,595 -1,300 -11%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$203K 10,550 +10,550 New
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$192K 10,000 +10,000 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$170K 8,999 -1,865 -17%
WAM
62
Wolverine Asset Management
Illinois
$136K 7,075 +7,075 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$114K 5,926 +4,855 +453%
EIP
64
Ellis Investment Partners
Pennsylvania
$100K 5,172 +88 +2%
IRC
65
Investors Research Corp
Georgia
$87K 4,500 – –
GWM
66
Geneos Wealth Management
Colorado
$75K 4,045 – –
US Bancorp
67
US Bancorp
Minnesota
$71K 3,707 -1,000 -21%
FWM
68
Focused Wealth Management
New York
$71K 3,693 – –
FHA
69
Flagship Harbor Advisors
Massachusetts
$64K 3,328 – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$54K 2,816 – –
EWM
71
Endurance Wealth Management
Rhode Island
$48K 2,500 – –
JCM
72
Jacobi Capital Management
Pennsylvania
$48K 2,491 +55 +2%
BWL
73
Bogart Wealth LLC
Virginia
$48K 2,483 +1,000 +67%
CCA
74
Column Capital Advisors
Indiana
$42K 2,200 +2,200 New
PB
75
Pinnacle Bancorp
Nebraska
$41K 2,110 – –
1 2
3
4 5