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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

62 hedge funds and large institutions have $169M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2013 Q2 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12.68% more ownership

Funds ownership: 0% → 12.68% (+13%)

Holders
62
Holders Change
+62
Holders Change %
–
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.9M +$22.7M +1,200,441 New
Cohen & Steers
2
Cohen & Steers
New York
$18.4M +$19.1M +1,009,751 New
U
3
UBS
Switzerland
$18.1M +$18.7M +990,332 New
AAM
4
Advisors Asset Management
Colorado
$14M +$14.4M +764,250 New
Morgan Stanley
5
Morgan Stanley
New York
$13.3M +$13.8M +727,967 New
GC
6
Guggenheim Capital
Illinois
$12.1M +$12.5M +661,166 New
JIC
7
Joel Isaacson & Co
New York
$10.8M +$11.2M +590,948 New
Wells Fargo
8
Wells Fargo
California
$10.1M +$10.5M +554,600 New
PPA
9
Parametric Portfolio Associates
Washington
$7.26M +$7.52M +397,565 New
LPL Financial
10
LPL Financial
California
$6.38M +$6.61M +349,412 New
Invesco
11
Invesco
Georgia
$3.48M +$3.6M +190,584 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.21M +$3.33M +175,890 New
KIM
13
Karpus Investment Management
New York
$2.51M +$2.6M +137,613 New
Ameriprise
14
Ameriprise
Minnesota
$2.48M +$2.63M +139,024 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$2.47M +$2.56M +135,329 New
OC
16
Oppenheimer & Co
New York
$2.34M +$2.42M +128,174 New
SFS
17
Shaker Financial Services
Virginia
$2.13M +$2.2M +116,548 New
RJA
18
Raymond James & Associates
Florida
$1.7M +$1.76M +93,293 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.65M +$1.71M +90,284 New
Citigroup
20
Citigroup
New York
$1.31M +$1.36M +71,672 New
KCG
21
Knight Capital Group
$1.13M +$1.17M +61,763 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.06M +$1.1M +58,326 New
EVM
23
Eaton Vance Management
Massachusetts
$1.04M +$1.08M +57,086 New
SG Americas Securities
24
SG Americas Securities
New York
$957K +$991K +52,436 New
WAM
25
Wolverine Asset Management
Illinois
$951K +$986K +52,132 New
1
2 3

EVT Hedge Fund Activity: Q2 2013 in Review

62 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2013, worth a combined $169M.

Buyers outnumbered sellers: 62 funds opened new EVT positions and 0 closed out — a net gain of 62 holders — while 0 added to existing stakes and 0 trimmed.

  • 62 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $169M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2013.
  • 62 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2013 and 0 closed out, a net change of +62 holders.

Based on aggregated 13F filings for Q2 2013.