Eaton Vance Tax-Advantaged Dividend Income Fund
77 hedge funds and large institutions have $253M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
4% more funds holding
Funds holding: 74 → 77 (+3)
4% more capital invested
Capital invested by funds: $242M → $253M (+$10.6M)
0.21% more ownership
Funds ownership: 16.47% → 16.68% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.26M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.17M |
| 3 |
Morgan Stanley
New York
|
+$1.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$979K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.04M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.41M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.39M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.14M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$607K |
EVT Hedge Fund Activity: Q4 2014 in Review
77 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2014, worth a combined $253M — up 4.4% from $242M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EVT positions and 8 closed out — a net gain of 4 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.26M. The largest seller was Shaker Financial Services, cutting an estimated $2.04M.
- 77 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2014, up from 74 in Q3 2014.
- Funds reported $253M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2014, up 4.4% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2014 and 8 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2014 was Advisors Asset Management, an estimated $1.26M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2014 was Shaker Financial Services, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2014.