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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

121 hedge funds and large institutions have $286M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

9% more funds holding

Funds holding: 111 → 121 (+10)

7% more capital invested

Capital invested by funds: $267M → $286M (+$19.2M)

0.17% less ownership

Funds ownership: 13.21% → 13.04% (-0.17%)

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
42
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$3.14M
2
UBS Group
UBS Group
Switzerland
+$1.41M
3
SFS
Sowell Financial Services
Arkansas
+$1.05M
4
AWM
Accel Wealth Management
Iowa
+$1.03M
5
MGAM
McGowan Group Asset Management
Texas
+$769K

Top Sellers

1
FAM
Formidable Asset Management
Ohio
-$6.75M
2
Wells Fargo
Wells Fargo
California
-$3M
3
SFS
Shaker Financial Services
Virginia
-$1.77M
4
Bank of America
Bank of America
North Carolina
-$1.41M
5
Cohen & Steers
Cohen & Steers
New York
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$260K +$48.9K +1,697 +24%
DJYG
77
David J. Yvars Group
Florida
$258K – – –
AIP
78
Ahrens Investment Partners
Louisiana
$247K – – –
AAS
79
Avantax Advisory Services
Texas
$240K +$288 +10 +0.1%
CC
80
Commons Capital
Massachusetts
$240K +$232K +8,073 New
KAS
81
Kestra Advisory Services
Texas
$234K -$92.9K -3,227 -29%
IFWM
82
Institute for Wealth Management
Colorado
$229K -$1.09K -38 -0.5%
1WA
83
180 Wealth Advisors
Washington
$227K -$25.9K -900 -10%
BRWA
84
B. Riley Wealth Advisors
Florida
$223K -$41.7K -1,447 -16%
CAM
85
Cresset Asset Management
Illinois
$208K +$201K +6,992 New
FAM
86
Formidable Asset Management
Ohio
$202K -$6.75M -234,285 -97%
US Bancorp
87
US Bancorp
Minnesota
$201K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$178K +$95K +3,300 +124%
BAM
89
Belpointe Asset Management
Nevada
$165K +$159K +5,523 New
GWM
90
Geneos Wealth Management
Colorado
$148K +$17.4K +605 +14%
Bessemer Group
91
Bessemer Group
New Jersey
$134K – – –
IRC
92
Investors Research Corp
Georgia
$134K – – –
FWM
93
Focused Wealth Management
New York
$110K – – –
NFG
94
Next Financial Group
Texas
$101K +$5.82K +202 +6%
CA
95
CoreCap Advisors
Michigan
$99K +$95.6K +3,320 New
ZIG
96
Zullo Investment Group
Pennsylvania
$89K +$86.4K +3,000 New
HI
97
Harbour Investments
Wisconsin
$85K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$82K +$14.4K +500 +22%
EWM
99
Endurance Wealth Management
Rhode Island
$74K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$44K +$42.2K +1,464 New
2 3
4
5 6

EVT Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2021, worth a combined $286M — up 7.2% from $267M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EVT positions and 10 closed out — a net gain of 12 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.14M. The largest seller was Formidable Asset Management, cutting an estimated $6.75M.

  • 121 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $286M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2021, up 7.2% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2021 and 10 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2021 was Raymond James & Associates, an estimated $3.14M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2021 was Formidable Asset Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q4 2021.