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Eaton Vance Tax-Advantaged Dividend Income Fund

109 hedge funds and large institutions have $242M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0.08% more ownership

Funds ownership: 13.66%13.74% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 113109 (-4)

17% less capital invested

Capital invested by funds: $290M → $242M (-$48.8M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
34
Reduced
25
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$130K
CA
77
CoreCap Advisors
Michigan
$116K +$123K +4,850 New
VVP
78
Venture Visionary Partners
Ohio
$107K +$114K +4,488 New
Bessemer Group
79
Bessemer Group
New Jersey
$107K
IRC
80
Investors Research Corp
Georgia
$107K
FWM
81
Focused Wealth Management
New York
$88K
US Bancorp
82
US Bancorp
Minnesota
$73K -$94.1K -3,707 -55%
ZIG
83
Zullo Investment Group
Pennsylvania
$72K
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$66K
EWM
85
Endurance Wealth Management
Rhode Island
$60K
PGAM
86
Princeton Global Asset Management
New Jersey
$60K
HI
87
Harbour Investments
Wisconsin
$56K +$59.6K +2,350 New
BFPW
88
BOK Financial Private Wealth
Colorado
$52K +$55.3K +2,179 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$49K
SWM
90
SeaCrest Wealth Management
New York
$49K +$51.8K +2,043 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$35K
APA
92
American Portfolios Advisors
New York
$30.1K -$51.8K -2,040 -62%
PTC
93
Private Trust Company
Ohio
$30K +$32.3K +1,275 New
TFP
94
Tilia Fiduciary Partners
North Carolina
$27K
EW
95
Evoke Wealth
California
$26K
APC
96
Aspire Private Capital
North Carolina
$25K
GWSG
97
GPS Wealth Strategies Group
Colorado
$24K
First Manhattan
98
First Manhattan
New York
$23K
SAM
99
Strategic Asset Management
Minnesota
$19K
AF
100
Advisornet Financial
Minnesota
$18K