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Eaton Vance Tax-Advantaged Dividend Income Fund

130 hedge funds and large institutions have $332M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

5% more funds holding

Funds holding: 124130 (+6)

5% more capital invested

Capital invested by funds: $317M → $332M (+$15.2M)

0.21% less ownership

Funds ownership: 18.27%18.06% (-0.21%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
39
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
76
&Partners
Tennessee
$310K +$300K +12,552 New
Calamos Advisors
77
Calamos Advisors
Illinois
$291K +$40.2K +1,683 +17%
CWM
78
Cornerstone Wealth Management
Missouri
$288K -$24.6K -1,027 -8%
LAM
79
LifePro Asset Management
California
$283K
XWM
80
Xcel Wealth Management
Florida
$277K -$2.39K -100 -0.9%
DAS
81
Dynamic Advisor Solutions
Arizona
$264K -$5.98K -250 -2%
HW
82
Hancock Whitney
Mississippi
$263K
CC
83
Commons Capital
Massachusetts
$259K +$251K +10,499 New
PPP
84
Private Portfolio Partners
New Jersey
$251K
FSA
85
Financial Security Advisor
Virginia
$247K
Kayne Anderson Rudnick Investment Management
86
Kayne Anderson Rudnick Investment Management
California
$247K
OC
87
Oppenheimer & Co
New York
$247K
JWWM
88
Johnson & White Wealth Management
Pennsylvania
$240K +$622 +26 +0.3%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$234K +$227K +9,496 New
SCA
90
SMH Capital Advisors
Texas
$231K -$11.2K -469 -5%
DWM
91
Dakota Wealth Management
Florida
$229K
NAMNJ
92
NorthStar Asset Management (New Jersey)
New Jersey
$228K -$2.2K -92 -1%
MWM
93
MGB Wealth Management
Texas
$221K -$57.4K -2,400 -21%
CAM
94
Cresset Asset Management
Illinois
$215K +$208K +8,707 New
RJT
95
Raymond James Trust
Florida
$210K +$203K +8,486 New
FAIM
96
Financial Advocates Investment Management
Washington
$209K +$202K +8,467 New
US Bancorp
97
US Bancorp
Minnesota
$202K -$63.1K -2,639 -24%
Comerica Bank
98
Comerica Bank
Texas
$196K -$85.4K -3,572 -31%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$137K +$113K +4,740 +588%
NS
100
NBC Securities
Alabama
$107K