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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

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.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 34

9% more capital invested

Capital invested by funds: $298M → $325M (+$27M)

9% more funds holding

Funds holding: 117 → 127 (+10)

0.51% more ownership

Funds ownership: 17.98% → 18.49% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.83%
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

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$7.48M
2
1CP
1607 Capital Partners
Virginia
+$5.27M
3
Cohen & Steers
Cohen & Steers
New York
+$2.37M
4
UBS Group
UBS Group
Switzerland
+$2.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$17.3M
2
Stifel Financial
Stifel Financial
Missouri
-$618K
3
JP Morgan Chase
JP Morgan Chase
New York
-$528K
4
JIC
Joel Isaacson & Co
New York
-$495K
5
WAM
Weiss Asset Management
Massachusetts
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$700K -$53.1K -2,362 -7%
AWS
52
Atria Wealth Solutions
New York
$687K -$235K -10,457 -26%
FFA
53
Founders Financial Alliance
North Carolina
$664K +$16.3K +726 +3%
DWM
54
Denver Wealth Management
Colorado
$642K -$6.49K -289 -1%
SCA
55
Snowden Capital Advisors
New York
$590K – – –
LOPW
56
Live Oak Private Wealth
North Carolina
$580K – – –
DC
57
Davenport & Co
Virginia
$549K -$20.2K -900 -4%
SWM
58
Silverlake Wealth Management
Vermont
$541K – – –
Truist Financial
59
Truist Financial
North Carolina
$523K +$921 +41 +0.2%
CA
60
Cetera Advisors
Colorado
$504K +$130K +5,786 +37%
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$472K -$53.1K -2,361 -11%
Creative Planning
62
Creative Planning
Kansas
$432K +$7.03K +313 +2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$414K – – –
Invesco
64
Invesco
Georgia
$402K -$219K -9,754 -36%
WAAG
65
Wealth Alliance Advisory Group
Kansas
$402K – – –
KPWS
66
Kestra Private Wealth Services
Texas
$399K +$674 +30 +0.2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$383K +$79.8K +3,550 +28%
BSW
68
Buckingham Strategic Wealth
Missouri
$382K – – –
IAS
69
Insigneo Advisory Services
Florida
$366K – – –
FT
70
Fiduciary Trust
Massachusetts
$365K – – –
Walleye Capital
71
Walleye Capital
New York
$360K +$343K +15,256 New
KWM
72
Kingsview Wealth Management
Oregon
$323K +$382 +17 +0.1%
NSIM
73
North Star Investment Management
Illinois
$322K +$472 +21 +0.2%
FAIM
74
Financial Advocates Investment Management
Washington
$321K +$1.84K +82 +0.6%
SP
75
Stonebrook Private
Michigan
$314K -$20.2K -900 -6%
1 2
3
4 5

EVT Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2024, worth a combined $325M — up 9.1% from $298M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVT positions and 11 closed out — a net gain of 10 holders — while 39 added to existing stakes and 34 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $7.48M. The largest seller was Morgan Stanley, cutting an estimated $17.3M.

  • 127 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2024, up from 117 in Q4 2023.
  • Funds reported $325M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2024 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $7.48M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2024.