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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
CA
101
CoreCap Advisors
Michigan
$107K
PTC
102
Private Trust Company
Ohio
$99.7K +$48.8K +2,041 +102%
HI
103
Harbour Investments
Wisconsin
$85.2K -$23.9K -1,000 -22%
IRC
104
Investors Research Corp
Georgia
$77.7K
LFG
105
Larson Financial Group
Missouri
$74.1K +$50.2K +2,100 +233%
AA
106
AlphaMark Advisors
Kentucky
$74K
GIA
107
GHP Investment Advisors
Colorado
$72.6K +$70.3K +2,939 New
BTC
108
Bank & Trust Company
Illinois
$67.4K
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$66.7K +$28.7K +1,202 +80%
PA
110
Parallel Advisors
California
$66.4K
SL
111
Salomon & Ludwin
Virginia
$64K -$4.45K -186 -7%
UCI
112
Uncommon Cents Investing
Wisconsin
$54.6K +$52.8K +2,210 New
KIG
113
Kessler Investment Group
Indiana
$52.9K
FFWM
114
Future Financial Wealth Management
Ohio
$44.4K +$43K +1,798 New
OP
115
ORG Partners
Indiana
$43K
BFPW
116
BOK Financial Private Wealth
Colorado
$42.4K
IA
117
IFP Advisors
Florida
$42K
EWA
118
EverSource Wealth Advisors
Alabama
$37.8K +$263 +11 +0.7%
GI
119
GAMMA Investing
California
$37K
FDCP
120
Foster Dykema Cabot & Partners
Massachusetts
$28.7K +$27.8K +1,164 New
Deutsche Bank
121
Deutsche Bank
Germany
$26.5K +$25.7K +1,075 New
APC
122
Aspire Private Capital
North Carolina
$25.7K
AF
123
Allworth Financial
California
$24.9K -$17.3K -722 -42%
GWSG
124
GPS Wealth Strategies Group
Colorado
$24.9K
KSB
125
Kennebec Savings Bank
Maine
$14.5K +$14.1K +589 New