Eaton Vance Tax-Advantaged Dividend Income Fund
83 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
12% more funds holding
Funds holding: 74 → 83 (+9)
0.46% less ownership
Funds ownership: 14.8% → 14.34% (-0.46%)
1% less capital invested
Capital invested by funds: $217M → $215M (-$2.27M)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$984K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$673K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$634K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$502K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
+$472K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.72M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.47M |
| 3 |
Cohen & Steers
New York
|
-$2.04M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$908K |
EVT Hedge Fund Activity: Q4 2016 in Review
83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2016, worth a combined $215M — down 1% from $217M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EVT positions and 3 closed out — a net gain of 12 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $984K. The largest seller was Bank of America, cutting an estimated $2.72M.
- 83 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2016, up from 74 in Q3 2016.
- Funds reported $215M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2016, down 1% quarter-over-quarter.
- 15 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2016 and 3 closed out, a net change of +12 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2016 was Stratos Wealth Partners, an estimated $984K added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2016 was Bank of America, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2016.