Eaton Vance Tax-Advantaged Dividend Income Fund
107 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 16 closing their positions.
0% more funds holding
Funds holding: 107 → 107 (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: 16 | Existing positions closed: 16
1.41% less ownership
Funds ownership: 14.17% → 12.76% (-1.4%)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
81% less capital inflows, than outflows
Capital inflows: $4.97M | Capital outflows: $26.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$500K |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$451K |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
+$449K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$357K |
| 5 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.76M |
| 2 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.25M |
| 3 |
Vident Investment Advisory
Alpharetta,
Georgia
|
-$1.57M |
| 4 |
AGM
Alpine Global Management
New York
|
-$1.38M |
| 5 |
Advisors Asset Management
Monument,
Colorado
|
-$1.34M |
EVT Hedge Fund Activity: Q1 2019 in Review
107 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2019, worth a combined $207M — up 5% from $197M a quarter earlier.
Fund positioning in EVT was balanced in Q1 2019: 16 funds opened new positions, 16 closed out, 27 added to existing stakes and 32 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $500K. The largest seller was Bank of America, cutting an estimated $5.76M.
- 107 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $207M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2019, up 5% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2019 and 16 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2019 was Shaker Financial Services, an estimated $500K added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2019 was Bank of America, an estimated $5.76M sold.
Based on aggregated 13F filings for Q1 2019.