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Eaton Vance Tax-Advantaged Dividend Income Fund

130 hedge funds and large institutions have $332M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more funds holding

Funds holding: 124130 (+6)

5% more capital invested

Capital invested by funds: $317M → $332M (+$15.2M)

0.21% less ownership

Funds ownership: 18.27%18.06% (-0.21%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
39
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
51
Live Oak Private Wealth
North Carolina
$607K
MWM
52
Meridian Wealth Management
Kentucky
$585K +$194K +8,105 +52%
DWM
53
Denver Wealth Management
Colorado
$571K -$40.6K -1,700 -7%
SWM
54
Silverlake Wealth Management
Vermont
$537K
SCA
55
Snowden Capital Advisors
New York
$525K -$85.8K -3,589 -14%
DC
56
Davenport & Co
Virginia
$520K -$20.8K -870 -4%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$509K +$493K +20,612 New
Truist Financial
58
Truist Financial
North Carolina
$501K +$19.5K +815 +4%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$494K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$484K +$46.1K +1,930 +11%
PIWA
61
Prevail Innovative Wealth Advisors
Kansas
$484K +$468K +19,592 New
Creative Planning
62
Creative Planning
Kansas
$463K -$10.3K -433 -2%
Walleye Capital
63
Walleye Capital
New York
$439K +$171K +7,168 +68%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$438K +$30K +1,255 +8%
WAAG
65
Wealth Alliance Advisory Group
Kansas
$421K
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$400K +$387K +16,190 New
IAS
67
Insigneo Advisory Services
Florida
$383K
FT
68
Fiduciary Trust
Massachusetts
$382K
AAS
69
Avantax Advisory Services
Texas
$372K +$100K +4,187 +38%
KPWS
70
Kestra Private Wealth Services
Texas
$369K -$41.1K -1,718 -10%
NA
71
NewEdge Advisors
Louisiana
$339K -$14K -586 -4%
AWS
72
Atria Wealth Solutions
New York
$338K -$65K -2,718 -17%
NSIM
73
North Star Investment Management
Illinois
$338K +$526 +22 +0.2%
KWM
74
Kingsview Wealth Management
Oregon
$337K +$430 +18 +0.1%
SFPG
75
Stonebridge Financial Planning Group
Florida
$321K