EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

83 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
21
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45M 2,190,310 -136,158 -6%
UBS Group
2
UBS Group
Switzerland
$32.2M 1,568,816 -45,535 -3%
Morgan Stanley
3
Morgan Stanley
New York
$18M 874,634 -23,645 -3%
JIC
4
Joel Isaacson & Co
New York
$17.3M 842,918 +23,686 +3%
Cohen & Steers
5
Cohen & Steers
New York
$16.9M 825,155 -102,472 -11%
Wells Fargo
6
Wells Fargo
California
$11.7M 571,228 +31,797 +6%
SWP
7
Stratos Wealth Partners
Ohio
$9.03M 439,390 +49,324 +13%
LPL Financial
8
LPL Financial
California
$9M 434,353 +20,202 +5%
FAM
9
Formidable Asset Management
Ohio
$6.57M 319,773 -9,388 -3%
GC
10
Guggenheim Capital
Illinois
$5.56M 270,511 -53,069 -16%
TPW
11
Tiller Private Wealth
Pennsylvania
$4.68M 227,707 -5,215 -2%
AAM
12
Advisors Asset Management
Colorado
$3.6M 175,326 -123,967 -41%
PAIM
13
Punch & Associates Investment Management
Minnesota
$3.43M 166,936 -15,229 -8%
Invesco
14
Invesco
Georgia
$3.03M 147,450 -24,559 -14%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.41M 117,437 +25,159 +27%
OC
16
Oppenheimer & Co
New York
$2.33M 113,415 +3,772 +3%
RJA
17
Raymond James & Associates
Florida
$2.23M 108,557 +7,950 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.18M 106,032 +874 +0.8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2M 97,337 -2,245 -2%
HCM
20
Hollencrest Capital Management
California
$1.4M 68,077 -1,341 -2%
Ameriprise
21
Ameriprise
Minnesota
$1.11M 54,135 +5,918 +12%
AG
22
Advisor Group
Arizona
$1.04M 50,457 -4,916 -9%
EVM
23
Eaton Vance Management
Massachusetts
$1.02M 49,716 -57 -0.1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$830K 40,397 +16,890 +72%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$821K 39,983 -936 -2%