Eaton Vance Tax-Advantaged Dividend Income Fund
76 hedge funds and large institutions have $208M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $175M → $208M (+$33.4M)
15% more funds holding
Funds holding: 66 → 76 (+10)
1.24% more ownership
Funds ownership: 13.78% → 15.02% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$6.22M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.83M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.91M |
| 4 |
SG Americas Securities
New York
|
+$1.43M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.63M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.16M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$658K |
| 4 |
Cohen & Steers
New York
|
-$658K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$608K |
EVT Hedge Fund Activity: Q4 2013 in Review
76 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2013, worth a combined $208M — up 19% from $175M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EVT positions and 6 closed out — a net gain of 11 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $6.22M. The largest seller was Wells Fargo, cutting an estimated $2.63M.
- 76 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2013, up from 66 in Q3 2013.
- Funds reported $208M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2013, up 19% quarter-over-quarter.
- 17 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2013 and 6 closed out, a net change of +11 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2013 was Karpus Investment Management, an estimated $6.22M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2013 was Wells Fargo, an estimated $2.63M sold.
Based on aggregated 13F filings for Q4 2013.