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Eaton Vance Tax-Advantaged Dividend Income Fund

110 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $261M → $282M (+$20.8M)

0.36% more ownership

Funds ownership: 13.5%13.86% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119110 (-9)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
44
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$416K +$254K +9,251 +159%
FFA
52
Founders Financial Alliance
North Carolina
$394K +$98.9K +3,596 +34%
PPP
53
Private Portfolio Partners
New Jersey
$379K -$6.13K -223 -2%
NSIM
54
North Star Investment Management
Illinois
$371K +$358 +13 +0.1%
Truist Financial
55
Truist Financial
North Carolina
$369K +$825 +30 +0.2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$359K -$72K -2,616 -17%
FAIM
57
Financial Advocates Investment Management
Washington
$351K +$21.9K +798 +6%
Invesco
58
Invesco
Georgia
$346K -$323K -11,751 -48%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$320K
JMPWA
60
JP Morgan Private Wealth Advisors
California
$307K +$47.7K +1,733 +18%
HNB
61
Huntington National Bank
Ohio
$304K +$303K +11,000 New
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$302K +$300K +10,914 New
MWM
63
Meridian Wealth Management
Kentucky
$283K +$1.38K +50 +0.5%
SCA
64
SMH Capital Advisors
Texas
$279K -$1.1K -40 -0.4%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$276K
PMFA
66
Plante Moran Financial Advisors
Michigan
$276K +$275K +10,000 New
Citigroup
67
Citigroup
New York
$264K +$1.59K +58 +0.6%
WIA
68
World Investment Advisors
California
$264K +$263K +9,550 New
BSW
69
Buckingham Strategic Wealth
Missouri
$262K -$6.38K -232 -2%
1WA
70
180 Wealth Advisors
Washington
$261K
BRWA
71
B. Riley Wealth Advisors
Florida
$261K +$28 +1 +0%
SCA
72
Snowden Capital Advisors
New York
$255K +$770 +28 +0.3%
DJYG
73
David J. Yvars Group
Florida
$239K
RJT
74
Raymond James Trust
Florida
$233K
AAS
75
Avantax Advisory Services
Texas
$230K +$230K +8,380 New