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Eaton Vance Tax-Advantaged Dividend Income Fund

124 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 18.49%18.27% (-0.22%)

2% less capital invested

Capital invested by funds: $325M → $317M (-$8.12M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

2% less funds holding

Funds holding: 127124 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
38
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
76
LifePro Asset Management
California
$267K
XWM
77
Xcel Wealth Management
Florida
$264K -$44.1K -1,900 -14%
DAS
78
Dynamic Advisor Solutions
Arizona
$254K +$1.16K +50 +0.5%
AAS
79
Avantax Advisory Services
Texas
$254K +$48.4K +2,082 +24%
US Bancorp
80
US Bancorp
Minnesota
$252K -$23.2K -1,000 -8%
HW
81
Hancock Whitney
Mississippi
$248K +$248K +10,663 New
Walleye Capital
82
Walleye Capital
New York
$247K -$108K -4,637 -30%
EB
83
Emprise Bank
Kansas
$242K
Invesco
84
Invesco
Georgia
$240K -$156K -6,734 -40%
MHS
85
M Holdings Securities
Oregon
$238K +$238K +10,237 New
PPP
86
Private Portfolio Partners
New Jersey
$236K -$18.8K -810 -7%
Calamos Advisors
87
Calamos Advisors
Illinois
$235K +$235K +10,098 New
FSA
88
Financial Security Advisor
Virginia
$233K
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$233K
OC
90
Oppenheimer & Co
New York
$233K +$19.4K +834 +9%
SCA
91
SMH Capital Advisors
Texas
$229K -$18.3K -787 -7%
JWWM
92
Johnson & White Wealth Management
Pennsylvania
$226K -$1.93K -83 -0.8%
NAMNJ
93
NorthStar Asset Management (New Jersey)
New Jersey
$217K +$1.16K +50 +0.5%
DWM
94
Dakota Wealth Management
Florida
$216K
HI
95
Harbour Investments
Wisconsin
$104K
NS
96
NBC Securities
Alabama
$101K
CA
97
CoreCap Advisors
Michigan
$101K -$3.02K -130 -3%
IRC
98
Investors Research Corp
Georgia
$73.2K
AA
99
AlphaMark Advisors
Kentucky
$70K
SL
100
Salomon & Ludwin
Virginia
$64.7K