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Eaton Vance Tax-Advantaged Dividend Income Fund
73 hedge funds and large institutions have $242M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
0.38% more ownership
Funds ownership: 16.09% → 16.47% (+0.38%)
1% less capital invested
Capital invested by funds: $244M → $242M (-$2.03M)
8% less funds holding
Funds holding: 79 → 73 (-6)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
5
Increased
29
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.31M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.12M |
| 3 |
Morgan Stanley
New York
|
+$1.4M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$732K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$582K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
76
Doliver Advisors
Houston,
Texas
| – | -$365K | -17,651 | Closed |
|
|
WAM
77
Wolverine Asset Management
Chicago,
Illinois
| – | -$362K | -17,511 | Closed |
|
|
BTS
78
BB&T Securities
Richmond,
Virginia
| – | -$2.08M | -10,044 | Closed |
|
|
RFA
79
Reilly Financial Advisors
La Mesa,
California
| – | -$50K | -2,400 | Closed |
|
|
BBHC
80
Brown Brothers Harriman & Co
New York
| – | -$41K | -2,000 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$27K | -1,328 | Closed |
|
|
FNBT
82
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$21K | -1,000 | Closed |
|
|
MBT
83
Monroe Bank & Trust
Monroe,
Michigan
| – | -$21K | -1,000 | Closed |
|
|
PAS
84
Partnervest Advisory Services
Santa Barbara,
California
| – | -$4K | -200 | Closed |
|