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Eaton Vance Tax-Advantaged Dividend Income Fund
82 hedge funds and large institutions have $251M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
8% more funds holding
Funds holding: 76 → 82 (+6)
0.06% more ownership
Funds ownership: 16.68% → 16.74% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $253M → $251M (-$1.55M)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
24
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$4.46M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.55M |
| 3 |
Morgan Stanley
New York
|
+$1.04M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$719K |
Top Sellers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.77M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.36M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 4 |
OC
Oppenheimer & Co
New York
|
-$956K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$849K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTB
76
Washington Trust Bank
Spokane,
Washington
| $8K | – | – | – |
|
|
BCMIO
77
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $8K | +$7.74K | +375 | New |
|
|
HI
78
Hudock Inc
Williamsport,
Pennsylvania
| $4K | -$12K | -582 | -75% |
|
|
AA
79
Apriem Advisors
Irvine,
California
| $4K | – | – | – |
|
80
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
VC
81
Vicus Capital
State College,
Pennsylvania
| $254 | -$22.7K | -1,100 | -8% |
|
|
LPT
82
Legacy Private Trust
Neenah,
Wisconsin
| – | -$214K | -10,280 | Closed |
|
|
BRWA
83
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$184 | -8,832 | Closed |
|
|
NPC
84
National Planning Corporation
El Segundo,
California
| – | -$52.1K | -2,590 | Closed |
|
|
WA
85
WFG Advisors
Dallas,
Texas
| – | -$23K | -1,123 | Closed |
|
|
MAA
86
Managed Account Advisors
Jersey City,
New Jersey
| – | +$268 | +13 | New |
|