Eaton Vance Tax-Advantaged Dividend Income Fund
110 hedge funds and large institutions have $230M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% more funds holding
Funds holding: 109 → 110 (+1)
0.55% more ownership
Funds ownership: 13.74% → 14.29% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $242M → $230M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$5.71M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.16M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.36M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$845K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.05M |
| 2 |
Cohen & Steers
New York
|
-$928K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$840K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$698K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$609K |
EVT Hedge Fund Activity: Q3 2022 in Review
110 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2022, worth a combined $230M — down 4.7% from $242M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EVT positions and 12 closed out — a net gain of 1 holder — while 33 added to existing stakes and 29 trimmed.
The largest buyer was McGowan Group Asset Management, adding an estimated $5.71M. The largest seller was Advisors Asset Management, cutting an estimated $1.05M.
- 110 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2022, up from 109 in Q2 2022.
- Funds reported $230M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2022, down 4.7% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2022 and 12 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2022 was McGowan Group Asset Management, an estimated $5.71M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2022 was Advisors Asset Management, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2022.