Eaton Vance Tax-Advantaged Dividend Income Fund
92 hedge funds and large institutions have $178M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 18 closing their positions.
13% more capital invested
Capital invested by funds: $157M → $178M (+$21.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.1% less ownership
Funds ownership: 12.71% → 12.61% (-0.1%)
6% less funds holding
Funds holding: 98 → 92 (-6)
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$2.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.16M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.04M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.53M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.18M |
| 3 |
Goldman Sachs
New York
|
-$991K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$767K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$515K |
EVT Hedge Fund Activity: Q2 2020 in Review
92 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2020, worth a combined $178M — up 13% from $157M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EVT and 13 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 24 added.
The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $2.71M. The largest seller was UBS Group, cutting an estimated $3.53M.
- 92 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2020, down from 98 in Q1 2020.
- Funds reported $178M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2020, up 13% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2020 and 18 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2020 was McGowan Group Asset Management, an estimated $2.71M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2020 was UBS Group, an estimated $3.53M sold.
Based on aggregated 13F filings for Q2 2020.