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Eaton Vance Tax-Advantaged Dividend Income Fund
97 hedge funds and large institutions have $214M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
5% more capital invested
Capital invested by funds: $204M → $214M (+$9.79M)
0.18% more ownership
Funds ownership: 11.75% → 11.93% (+0.18%)
1% less funds holding
Funds holding: 98 → 97 (-1)
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
33
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$6.43M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$931K |
| 4 |
Morgan Stanley
New York
|
+$875K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$802K |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$3.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.13M |
| 3 |
IC
Inscription Capital
Houston,
Texas
|
-$1.7M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$696K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$680K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
101
Vigilant Capital Management
Portland,
Maine
| – | -$95K | -4,000 | Closed |
|
|
FWM
102
Focused Wealth Management
Newburgh,
New York
| – | -$88K | -3,693 | Closed |
|
|
KCPG
103
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$41K | -1,725 | Closed |
|
|
IWA
104
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$34K | -1,437 | Closed |
|
|
PFSC
105
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$19K | -800 | Closed |
|
|
AF
106
Allworth Financial
Folsom,
California
| – | -$17K | -700 | Closed |
|
107
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -700 | Closed |
|
|
RIA
108
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10K | -400 | Closed |
|
109
JP Morgan Chase
New York
| – | -$8K | -341 | Closed |
|
|
SFG
110
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$2K | -70 | Closed |
|