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Eaton Vance Tax-Advantaged Dividend Income Fund

124 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 18.49%18.27% (-0.22%)

2% less capital invested

Capital invested by funds: $325M → $317M (-$8.12M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

2% less funds holding

Funds holding: 127124 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
38
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Denver Wealth Management
Colorado
$578K -$55.3K -2,381 -9%
LOPW
52
Live Oak Private Wealth
North Carolina
$573K
DC
53
Davenport & Co
Virginia
$511K -$30.4K -1,307 -6%
SWM
54
Silverlake Wealth Management
Vermont
$507K -$26.7K -1,150 -5%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$466K
Truist Financial
56
Truist Financial
North Carolina
$454K -$62.2K -2,679 -12%
Creative Planning
57
Creative Planning
Kansas
$447K +$20.5K +882 +5%
LSC
58
Logan Stone Capital
Illinois
$440K +$439K +18,904 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$412K +$3.48K +150 +0.9%
WAAG
60
Wealth Alliance Advisory Group
Kansas
$397K
KPWS
61
Kestra Private Wealth Services
Texas
$388K -$6.2K -267 -2%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$384K +$5.9K +254 +2%
AWS
63
Atria Wealth Solutions
New York
$382K -$295K -12,718 -44%
Two Sigma Investments
64
Two Sigma Investments
New York
$380K +$379K +16,330 New
BSW
65
Buckingham Strategic Wealth
Missouri
$377K
MWM
66
Meridian Wealth Management
Kentucky
$364K +$363K +15,608 New
FT
67
Fiduciary Trust
Massachusetts
$360K
IAS
68
Insigneo Advisory Services
Florida
$356K
NA
69
NewEdge Advisors
Louisiana
$334K +$209K +8,985 +168%
NSIM
70
North Star Investment Management
Illinois
$318K +$534 +23 +0.2%
KWM
71
Kingsview Wealth Management
Oregon
$317K -$1.44K -62 -0.5%
SFPG
72
Stonebridge Financial Planning Group
Florida
$303K
CWM
73
Cornerstone Wealth Management
Missouri
$296K +$13.2K +567 +5%
MWM
74
MGB Wealth Management
Texas
$270K +$9.29K +400 +4%
Comerica Bank
75
Comerica Bank
Texas
$268K +$29K +1,250 +12%