Eaton Vance Tax-Advantaged Dividend Income Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$7.48M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$5.27M |
| 3 |
Cohen & Steers
New York
|
+$2.37M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.28M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$618K |
| 3 |
JP Morgan Chase
New York
|
-$528K |
| 4 |
JIC
Joel Isaacson & Co
New York
|
-$495K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$472K |
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.