Eaton Vance Tax-Advantaged Dividend Income Fund
95 hedge funds and large institutions have $245M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 10 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
25% more capital inflows, than outflows
Capital inflows: $9.6M | Capital outflows: $7.73M
0.1% more ownership
Funds ownership: 13.64% → 13.74% (+0.1%)
0% more funds holding
Funds holding: 95 → 95 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.85M |
| 2 |
Hollencrest Capital Management
Newport Beach,
California
|
+$1.39M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$1.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$846K |
| 5 |
Advisor Group
Phoenix,
Arizona
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$2M |
| 2 |
Morgan Stanley
New York
|
-$855K |
| 3 |
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$601K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$598K |
| 5 |
Joel Isaacson & Co
New York
|
-$580K |
EVT Hedge Fund Activity: Q3 2018 in Review
95 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q3 2018, worth a combined $245M — up 7.2% from $229M a quarter earlier.
Fund positioning in EVT was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 31 added to existing stakes and 21 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $1.85M. The largest seller was Tiller Private Wealth, exiting entirely with an estimated $2M sold.
- 95 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $245M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q3 2018, up 7.2% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q3 2018 and 10 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q3 2018 was Private Advisor Group, an estimated $1.85M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q3 2018 was Tiller Private Wealth, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2018.