Eaton Vance Tax-Advantaged Dividend Income Fund
95 hedge funds and large institutions have $244M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 10 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
6% more capital invested
Capital invested by funds: $229M → $244M (+$14.9M)
0.01% more ownership
Funds ownership: 13.64% → 13.65% (+0.01%)
0% more funds holding
Funds holding: 95 → 95 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.85M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.11M |
| 3 |
LPL Financial
San Diego,
California
|
+$846K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$466K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$2M |
| 2 |
Morgan Stanley
New York
|
-$855K |
| 3 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$601K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$598K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
101
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$142K | -6,154 | Closed |
|
|
BCA
102
Bay Colony Advisors
Concord,
Massachusetts
| – | -$70K | -3,046 | Closed |
|
|
KCPG
103
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$40K | -1,725 | Closed |
|
104
SEI Investments
Oaks,
Pennsylvania
| – | -$37K | -1,621 | Closed |
|
|
RWP
105
RWA Wealth Partners
Newton,
Massachusetts
| – | -$31K | -1,350 | Closed |
|
EVT Hedge Fund Activity: Q3 2018 in Review
95 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2018, worth a combined $244M — up 6.5% from $229M a quarter earlier.
Fund positioning in EVT was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 30 added to existing stakes and 22 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $1.85M. The largest seller was Tiller Private Wealth, exiting entirely with an estimated $2M sold.
- 95 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $244M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2018, up 6.5% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2018 and 10 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2018 was Private Advisor Group, an estimated $1.85M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2018 was Tiller Private Wealth, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2018.