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Eaton Vance Tax-Advantaged Dividend Income Fund

113 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $286M → $290M (+$4.36M)

0.62% more ownership

Funds ownership: 13.04%13.66% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 121113 (-8)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$55.5M -$3.43M -123,879 -6%
UBS Group
2
UBS Group
Switzerland
$32.5M -$963K -34,809 -3%
Morgan Stanley
3
Morgan Stanley
New York
$24.1M +$277K +9,998 +1%
JIC
4
Joel Isaacson & Co
New York
$21.5M -$144K -5,195 -0.7%
RJA
5
Raymond James & Associates
Florida
$14.2M +$5.71M +206,459 +73%
MGAM
6
McGowan Group Asset Management
Texas
$12.6M +$6.52M +235,655 +119%
Wells Fargo
7
Wells Fargo
California
$11.9M -$471K -17,003 -4%
Cohen & Steers
8
Cohen & Steers
New York
$10.8M +$172K +6,209 +2%
SWP
9
Stratos Wealth Partners
Ohio
$9.64M -$39.3K -1,420 -0.4%
LPL Financial
10
LPL Financial
California
$8.13M +$154K +5,549 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.62M -$84.8K -3,064 -1%
FAM
12
Formidable Asset Management
Ohio
$6.66M +$6.18M +223,192 +3,294%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.14M +$167K +6,048 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.76M -$169K -6,107 -4%
GC
15
Guggenheim Capital
Illinois
$4.71M +$491K +17,745 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.26M +$423K +15,276 +12%
AWM
17
Accel Wealth Management
Iowa
$3.61M +$155K +5,610 +5%
PAG
18
Private Advisor Group
New Jersey
$3.26M -$72.4K -2,614 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.25M -$238K -8,597 -10%
Stifel Financial
20
Stifel Financial
Missouri
$2.22M +$151K +5,459 +8%
1W
21
1776 Wealth
Georgia
$2.12M -$77.9K -2,815 -4%
AAM
22
Advisors Asset Management
Colorado
$2.1M -$35.3K -1,277 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$2.02M +$14.6K +528 +0.8%
MAG
24
MRA Advisory Group
New Jersey
$2.01M +$29.8K +1,078 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.98M +$21.3K +768 +1%