EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

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.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.88%
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
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.73M
2
1CP
2
1607 Capital Partners
Virginia
$13M
3
KIM
3
Karpus Investment Management
New York
$16.1M
4
AAM
4
Advisors Asset Management
Colorado
$5.3M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$890K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$17.9M
2
LCM
2
Landscape Capital Management
New Jersey
$839K
3
WAM
3
Wolverine Asset Management
Illinois
$2.89M
4
FSI
4
Flow State Investments
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$24.6M 996,617 -3,354 -0.3%
Bank of America
2
Bank of America
North Carolina
$23.3M 942,963 -18,307 -2%
MGAM
3
McGowan Group Asset Management
Texas
$20.7M 840,076 +27,124 +3%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M 792,834 +32,670 +4%
CA
5
Cornerstone Advisors
North Carolina
$17.9M 724,051 -556,275 -43%
JIC
6
Joel Isaacson & Co
New York
$17.4M 702,784 -23,390 -3%
KIM
7
Karpus Investment Management
New York
$16.1M 651,267 +77,117 +13%
Wells Fargo
8
Wells Fargo
California
$15.6M 629,907 +29,039 +5%
1CP
9
1607 Capital Partners
Virginia
$13M 527,210 +167,079 +46%
Cohen & Steers
10
Cohen & Steers
New York
$10M 405,313 -5,000 -1%
SWP
11
Stratos Wealth Partners
Ohio
$8.99M 364,005 +10,461 +3%
RJA
12
Raymond James & Associates
Florida
$8.37M 338,918 -7,193 -2%
GC
13
Guggenheim Capital
Illinois
$8.22M 333,127 +27,367 +9%
AA
14
AQR Arbitrage
Connecticut
$7.86M 320,556 -583 -0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.75M 313,713 +10,090 +3%
LPL Financial
16
LPL Financial
California
$7.65M 309,924 +24,713 +9%
Ameriprise
17
Ameriprise
Minnesota
$5.6M 226,809 +25,334 +13%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.49M 222,150 +10,664 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.4M 218,697 -41,372 -16%
AAM
20
Advisors Asset Management
Colorado
$5.3M 214,788 +42,133 +24%
SFS
21
Shaker Financial Services
Virginia
$5.1M 206,646 +28,511 +16%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$4.88M 197,746 -882 -0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.82M 195,203 -3,801 -2%
PCM
24
Penserra Capital Management
California
$4.73M 191,725 +191,725 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$4.52M 183,203 +20,976 +13%
1
2 3 4 5