Eaton Vance Tax-Advantaged Dividend Income Fund
117 hedge funds and large institutions have $298M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
22% more capital invested
Capital invested by funds: $244M → $298M (+$53.7M)
7% more funds holding
Funds holding: 109 → 117 (+8)
2.49% more ownership
Funds ownership: 15.49% → 17.98% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.6M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$10.4M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$6.51M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.96M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.39M |
| 3 |
JIC
Joel Isaacson & Co
New York
|
-$806K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$686K |
| 5 |
EWA
Encompass Wealth Advisors
Portland,
Oregon
|
-$483K |
EVT Hedge Fund Activity: Q4 2023 in Review
117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2023, worth a combined $298M — up 22% from $244M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EVT positions and 9 closed out — a net gain of 9 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Bank of America, cutting an estimated $12.2M.
- 117 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $298M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2023, up 22% quarter-over-quarter.
- 18 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $15.6M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2023 was Bank of America, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2023.