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Eaton Vance Tax-Advantaged Dividend Income Fund

107 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $197M → $207M (+$10.2M)

0% more funds holding

Funds holding: 107107 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1.41% less ownership

Funds ownership: 14.17%12.76% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
27
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$50K +$958 +45 +2%
AWM
77
Avondale Wealth Management
Texas
$48K
PB
78
Pinnacle Bancorp
Nebraska
$47K
SWM
79
SeaCrest Wealth Management
New York
$46K +$42.6K +2,000 +4,651%
CCM
80
Cribstone Capital Management
Maine
$45K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$40K -$753K -35,368 -96%
BWL
82
Bogart Wealth LLC
Virginia
$33K
APC
83
Aspire Private Capital
North Carolina
$33K +$31.2K +1,465 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$30K
IA
85
IFP Advisors
Florida
$29K -$29.6K -1,392 -52%
Citigroup
86
Citigroup
New York
$28K
BCI
87
Brinker Capital Investments
Pennsylvania
$27K +$1.06K +50 +4%
First Manhattan
88
First Manhattan
New York
$26K
BAM
89
Barrett Asset Management
New York
$25K
WCM
90
WealthBridge Capital Management
Ohio
$25K
ESB
91
Essex Savings Bank
Connecticut
$25K +$8.37K +393 +54%
AIC
92
Ameritas Investment Company
Nebraska
$22K -$55.3K -2,597 -72%
PA
93
Parallel Advisors
California
$21K +$19.9K +934 New
PFSC
94
Peoples Financial Services Corp
Pennsylvania
$18K
FHB
95
First Hawaiian Bank
Hawaii
$17K
CAL
96
Capital Analysts LLC
Pennsylvania
$16K
GEA
97
Glen Eagle Advisors
New Jersey
$14.8K +$277 +13 +2%
APA
98
American Portfolios Advisors
New York
$12.4K -$8.73K -410 -42%
RFM
99
Royal Fund Management
Florida
$12K +$11.9K +560 New
HNB
100
Huntington National Bank
Ohio
$11K