Eaton Vance Tax-Advantaged Dividend Income Fund
130 hedge funds and large institutions have $330M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 38
0.35% more ownership
Funds ownership: 18.06% → 18.41% (+0.35%)
0% more funds holding
Funds holding: 130 → 130 (0)
1% less capital invested
Capital invested by funds: $332M → $330M (-$2.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.09M |
| 2 |
Morgan Stanley
New York
|
+$2.06M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$2M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.48M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$884K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$4.82M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.5M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$839K |
EVT Hedge Fund Activity: Q4 2024 in Review
130 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2024, worth a combined $330M — down 0.68% from $332M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EVT positions and 10 closed out — a net gain of 4 holders — while 43 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.09M. The largest seller was Cornerstone Advisors, cutting an estimated $4.82M.
- 130 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $330M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2024, down 0.68% quarter-over-quarter.
- 14 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2024 and 10 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2024 was LPL Financial, an estimated $2.09M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2024.