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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
BTC
101
Bank & Trust Company
Illinois
$63.6K +$63.4K +2,729 New
PA
102
Parallel Advisors
California
$62.7K +$56.5K +2,432 +939%
KIG
103
Kessler Investment Group
Indiana
$49.9K
PTC
104
Private Trust Company
Ohio
$46.5K +$12.1K +521 +35%
AF
105
Allworth Financial
California
$41.1K -$22.4K -964 -36%
OP
106
ORG Partners
Indiana
$40.4K
BFPW
107
BOK Financial Private Wealth
Colorado
$40K
IA
108
IFP Advisors
Florida
$39.6K
EWA
109
EverSource Wealth Advisors
Alabama
$36.9K +$372 +16 +1%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$35K -$66.2K -2,850 -66%
GI
111
GAMMA Investing
California
$34.9K
TAM
112
Tucker Asset Management
Colorado
$29.6K -$19.9K -856 -40%
APC
113
Aspire Private Capital
North Carolina
$24.2K
GWSG
114
GPS Wealth Strategies Group
Colorado
$23.4K
LFG
115
Larson Financial Group
Missouri
$21K +$20.9K +900 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$19K
HNB
117
Huntington National Bank
Ohio
$15.7K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$12.5K +537 New
BFEC
119
Benjamin F. Edwards & Company
Missouri
$12K
AFWM
120
Abich Financial Wealth Management
Virginia
$10K +$10K +431 New
DJSG
121
D.J. St. Germain
Massachusetts
$6.82K
SIS
122
Sound Income Strategies
Florida
$6.26K
MG
123
Mather Group
Illinois
$5.9K
TRCT
124
Tower Research Capital (TRC)
New York
$186 -$93 -4 -33%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$23 +$23 +1 New