Eaton Vance Tax-Advantaged Dividend Income Fund
86 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 85 → 86 (+1)
4% more capital invested
Capital invested by funds: $210M → $218M (+$7.83M)
0.32% more ownership
Funds ownership: 13.2% → 13.52% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$6.47M |
| 2 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
+$811K |
| 3 |
Morgan Stanley
New York
|
+$726K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$672K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$643K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$611K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$503K |
EVT Hedge Fund Activity: Q3 2017 in Review
86 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2017, worth a combined $218M — up 3.7% from $210M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EVT positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Formidable Asset Management, opening a new position worth an estimated $6.47M. The largest seller was Cohen & Steers, cutting an estimated $1.59M.
- 86 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2017, up from 85 in Q2 2017.
- Funds reported $218M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2017, up 3.7% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2017 and 8 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2017 was Formidable Asset Management, an estimated $6.47M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2017 was Cohen & Steers, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2017.