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Eaton Vance Tax-Advantaged Dividend Income Fund

111 hedge funds and large institutions have $267M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1% more funds holding

Funds holding: 110111 (+1)

0.64% less ownership

Funds ownership: 13.86%13.21% (-0.64%)

5% less capital invested

Capital invested by funds: $282M → $267M (-$14.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
48
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$212K
AFP
77
Ausdal Financial Partners
Iowa
$207K +$211K +7,555 New
BCM
78
Brookstone Capital Management
Illinois
$204K +$201K +7,195 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$201K
US Bancorp
80
US Bancorp
Minnesota
$186K
SWM
81
Spire Wealth Management
Virginia
$172K +$12.1K +433 +7%
IRC
82
Investors Research Corp
Georgia
$124K
Bessemer Group
83
Bessemer Group
New Jersey
$124K +$126K +4,500 New
GWM
84
Geneos Wealth Management
Colorado
$121K
FWM
85
Focused Wealth Management
New York
$101K
NFG
86
Next Financial Group
Texas
$88K +$39.1K +1,400 +78%
HI
87
Harbour Investments
Wisconsin
$78K
JCM
88
Jacobi Capital Management
Pennsylvania
$75K +$1.26K +45 +2%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$74K +$34.1K +1,222 +84%
EWM
90
Endurance Wealth Management
Rhode Island
$69K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$62K
M
92
MOTCO
Texas
$43K +$43.3K +1,550 New
BAM
93
Barrett Asset Management
New York
$30K
EW
94
Evoke Wealth
California
$30K
APC
95
Aspire Private Capital
North Carolina
$29K
GWSG
96
GPS Wealth Strategies Group
Colorado
$28K
First Manhattan
97
First Manhattan
New York
$27K
CTC
98
Central Trust Company
Missouri
$27K +$27.9K +1,000 New
RBC
99
Roble Belko & Company
Pennsylvania
$25K
SAM
100
Strategic Asset Management
Minnesota
$23K +$22.3K +800 New