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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
FFWM
101
Future Financial Wealth Management
Ohio
$43K +$42K +1,460 New
TFS
102
TrustCore Financial Services
Tennessee
$39K +$37.4K +1,300 +8,667%
APA
103
American Portfolios Advisors
New York
$37.6K +$36.3K +1,261 New
BAM
104
Barrett Asset Management
New York
$33K – – –
EW
105
Evoke Wealth
California
$33K – – –
TFP
106
Tilia Fiduciary Partners
North Carolina
$32K +$31.4K +1,090 New
APC
107
Aspire Private Capital
North Carolina
$31K – – –
GWSG
108
GPS Wealth Strategies Group
Colorado
$30K – – –
First Manhattan
109
First Manhattan
New York
$29K – – –
RBC
110
Roble Belko & Company
Pennsylvania
$27K – – –
QCG
111
Quadrant Capital Group
Ohio
$24K – – –
SAM
112
Strategic Asset Management
Minnesota
$24K – – –
AF
113
Advisornet Financial
Minnesota
$22K – – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$15K – – –
AA
115
Addison Advisors
Vermont
$13K +$13K +450 New
OF
116
Outfitter Financial
Maine
$13K +$13K +450 New
PP
117
PFS Partners
New Jersey
$12.1K +$11.7K +405 New
CAL
118
Capital Analysts LLC
Pennsylvania
$12K – – –
CA
119
Clearstead Advisors
Ohio
$11K +$10.7K +370 New
WFS
120
Widmann Financial Services
Maryland
$11K +$11.5K +400 New
EIP
121
Ellis Investment Partners
Pennsylvania
$9K +$144 +5 +2%
HI
122
Hudock Inc
Pennsylvania
$5K – – –
Millennium Management
123
Millennium Management
New York
– -$476K -17,332 Closed
LWM
124
Laidlaw Wealth Management
New York
– -$459K -16,722 Closed
PMFA
125
Plante Moran Financial Advisors
Michigan
– -$274K -10,000 Closed
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.