Eaton Vance Tax-Advantaged Dividend Income Fund
108 hedge funds and large institutions have $215M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
11% more funds holding
Funds holding: 97 → 108 (+11)
0% more capital invested
Capital invested by funds: $214M → $215M (+$988K)
0.4% less ownership
Funds ownership: 11.93% → 11.53% (-0.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$825K |
| 2 |
JAM
Jolley Asset Management
Rocky Mount,
North Carolina
|
+$612K |
| 3 |
Citigroup
New York
|
+$436K |
| 4 |
ACM
Allred Capital Management
Dallas,
Texas
|
+$427K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$366K |
Top Sellers
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$6.46M |
| 2 |
Morgan Stanley
New York
|
-$1.37M |
| 3 |
Cohen & Steers
New York
|
-$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$892K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$853K |
EVT Hedge Fund Activity: Q4 2019 in Review
108 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q4 2019, worth a combined $215M — up 0.46% from $214M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EVT positions and 7 closed out — a net gain of 13 holders — while 28 added to existing stakes and 24 trimmed.
The largest buyer was UBS Group, adding an estimated $825K. The largest seller was Formidable Asset Management, exiting entirely with an estimated $6.46M sold.
- 108 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q4 2019, up from 97 in Q3 2019.
- Funds reported $215M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q4 2019, up 0.46% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q4 2019 and 7 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q4 2019 was UBS Group, an estimated $825K added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q4 2019 was Formidable Asset Management, an estimated $6.46M sold.
Based on aggregated 13F filings for Q4 2019.