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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

127 hedge funds and large institutions have $325M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
39
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$30.2M
2
1CP
2
1607 Capital Partners
Virginia
$5.53M
3
Cohen & Steers
3
Cohen & Steers
New York
$8.6M
4
UBS Group
4
UBS Group
Switzerland
$23.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.17M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.51M
4
JIC
4
Joel Isaacson & Co
New York
$17.3M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisors
North Carolina
$30.2M 1,280,326 +332,976 +35%
UBS Group
2
UBS Group
Switzerland
$23.5M 994,711 +101,551 +11%
Bank of America
3
Bank of America
North Carolina
$22.7M 963,424 -1,455 -0.2%
MGAM
4
McGowan Group Asset Management
Texas
$18.7M 793,699 +34,612 +5%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M 753,878 -768,030 -50%
JIC
6
Joel Isaacson & Co
New York
$17.3M 731,342 -22,009 -3%
KIM
7
Karpus Investment Management
New York
$13.6M 577,986 -395 -0.1%
Wells Fargo
8
Wells Fargo
California
$13.3M 565,333 +41,561 +8%
RJA
9
Raymond James & Associates
Florida
$10.7M 453,032 -6,738 -1%
Cohen & Steers
10
Cohen & Steers
New York
$8.6M 364,313 +105,300 +41%
SWP
11
Stratos Wealth Partners
Ohio
$8.23M 348,613 +13,281 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.88M 333,850 -17,556 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.76M 286,615 +15,746 +6%
LPL Financial
14
LPL Financial
California
$6.75M 286,138 +27,349 +11%
GC
15
Guggenheim Capital
Illinois
$6.67M 282,691 +9,852 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.47M 274,018 -580 -0.2%
SFS
17
Shaker Financial Services
Virginia
$5.75M 243,838 +68,443 +39%
RCM
18
Rivernorth Capital Management
Florida
$5.66M 239,783 – –
1CP
19
1607 Capital Partners
Virginia
$5.53M 234,420 +234,420 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.75M 201,190 +17,978 +10%
AA
21
AQR Arbitrage
Connecticut
$4.72M 199,799 +35,384 +22%
WAM
22
Wolverine Asset Management
Illinois
$4.69M 198,782 +66,261 +50%
FAM
23
Formidable Asset Management
Ohio
$4.61M 195,355 -7,963 -4%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.39M 185,843 +11,577 +7%
LCM
25
Landscape Capital Management
New Jersey
$3.89M 164,935 -17,497 -10%
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