Eaton Vance Tax-Advantaged Dividend Income Fund
119 hedge funds and large institutions have $241M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
8% more funds holding
Funds holding: 110 → 119 (+9)
5% more capital invested
Capital invested by funds: $230M → $241M (+$10.7M)
0.11% more ownership
Funds ownership: 14.29% → 14.41% (+0.11%)
16% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 37
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$703K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$619K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$231K | -10,605 | Closed |
|
127
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$224K | -10,295 | Closed |
|
|
EW
128
Evoke Wealth
Los Angeles,
California
| – | -$24K | -1,095 | Closed |
|
|
GWSG
129
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$22K | -1,007 | Closed |
|
|
WIM
130
Westside Investment Management
Santa Monica,
California
| – | -$19 | -884 | Closed |
|
|
EIP
131
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$7K | -331 | Closed |
|
|
HI
132
Hudock Inc
Williamsport,
Pennsylvania
| – | -$4K | -196 | Closed |
|
EVT Hedge Fund Activity: Q4 2022 in Review
119 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2022, worth a combined $241M — up 4.6% from $230M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EVT positions and 13 closed out — a net gain of 12 holders — while 31 added to existing stakes and 37 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.17M. The largest seller was Bank of America, cutting an estimated $2.66M.
- 119 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2022, up from 110 in Q3 2022.
- Funds reported $241M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2022, up 4.6% quarter-over-quarter.
- 25 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2022 and 13 closed out, a net change of +12 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $2.17M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2022 was Bank of America, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2022.