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Eaton Vance Tax-Advantaged Dividend Income Fund

97 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

5% more capital invested

Capital invested by funds: $204M → $214M (+$9.79M)

0.18% more ownership

Funds ownership: 11.75%11.93% (+0.18%)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
33
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avondale Wealth Management
Texas
$53K
PB
77
Pinnacle Bancorp
Nebraska
$52K
CCM
78
Cribstone Capital Management
Maine
$49K
LWM
79
Liberty Wealth Management
California
$49K
NFG
80
Next Financial Group
Texas
$49K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$40K
BWL
82
Bogart Wealth LLC
Virginia
$36K
APC
83
Aspire Private Capital
North Carolina
$29K -$5.98K -248 -18%
BCI
84
Brinker Capital Investments
Pennsylvania
$29K
First Manhattan
85
First Manhattan
New York
$29K
BAM
86
Barrett Asset Management
New York
$27K
EW
87
Evoke Wealth
California
$26.9K +$26.4K +1,095 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$26K -$52.1K -2,160 -67%
PA
89
Parallel Advisors
California
$23K
GEA
90
Glen Eagle Advisors
New Jersey
$17K +$314 +13 +2%
RFM
91
Royal Fund Management
Florida
$16K +$1.88K +78 +13%
AIC
92
Ameritas Investment Company
Nebraska
$15K +$14.7K +608 New
APA
93
American Portfolios Advisors
New York
$14.1K +$241 +10 +2%
ASN
94
Advisory Services Network
Georgia
$9K
QCIG
95
Quad-Cities Investment Group
Iowa
$9K
GWMIA
96
Global Wealth Management Investment Advisory
Florida
$7K +$7K +290 New
HI
97
Hudock Inc
Pennsylvania
$4K
ACM
98
Allred Capital Management
Texas
-$412K -17,158 Closed
KeyBank National Association
99
KeyBank National Association
Ohio
-$315K -13,240 Closed
BBHC
100
Brown Brothers Harriman & Co
New York
-$238K -10,000 Closed