EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

108 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.6M
2
JAM
2
Jolley Asset Management
North Carolina
$628K
3
Citigroup
3
Citigroup
New York
$513K
4
ACM
4
Allred Capital Management
Texas
$438K
5
KA
5
Kovack Advisors
Florida
$375K

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21.7M
3
Cohen & Steers
3
Cohen & Steers
New York
$6.99M
4
Bank of America
4
Bank of America
North Carolina
$33.6M
5
OC
5
Oppenheimer & Co
New York
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$85K 3,328 – –
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$72K 2,816 – –
EWM
78
Endurance Wealth Management
Rhode Island
$64K 2,500 – –
JCM
79
Jacobi Capital Management
Pennsylvania
$61K 2,386 +40 +2%
AWM
80
Avondale Wealth Management
Texas
$55K 2,148 – –
PB
81
Pinnacle Bancorp
Nebraska
$54K 2,110 – –
LWM
82
Liberty Wealth Management
California
$50K 1,980 – –
NFG
83
Next Financial Group
Texas
$49K 1,905 -75 -4%
CCM
84
Cribstone Capital Management
Maine
$40K 1,550 -450 -23%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$40K 1,464 – –
EP
86
Eudaimonia Partners
Tennessee
$39K 1,523 +1,523 New
BWL
87
Bogart Wealth LLC
Virginia
$38K 1,483 – –
NC
88
NewSquare Capital
Pennsylvania
$36K 1,415 +1,415 New
TCOV
89
Trust Company of Vermont
Vermont
$32K 1,250 +1,250 New
RAM
90
Riggs Asset Management
Pennsylvania
$31K 1,230 +1,230 New
APC
91
Aspire Private Capital
North Carolina
$30K 1,161 – –
BCI
92
Brinker Capital Investments
Pennsylvania
$30K 1,191 – –
BAM
93
Barrett Asset Management
New York
$28K 1,101 – –
EW
94
Evoke Wealth
California
$27.9K 1,095 – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$27K 1,071 – –
First Manhattan
96
First Manhattan
New York
$25K 1,000 -190 -16%
PA
97
Parallel Advisors
California
$24K 934 – –
RBC
98
Roble Belko & Company
Pennsylvania
$23K 909 +909 New
AF
99
Advisornet Financial
Minnesota
$19K 750 +750 New
GEA
100
Glen Eagle Advisors
New Jersey
$17.9K 703 +12 +2%
1 2 3
4
5