Eaton Vance Tax-Advantaged Dividend Income Fund
113 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 13 closing their positions.
2% more capital invested
Capital invested by funds: $286M → $290M (+$4.36M)
0.62% more ownership
Funds ownership: 13.04% → 13.66% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 121 → 113 (-8)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$6.52M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$6.18M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.71M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$512K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$963K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$713K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$553K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$471K |
EVT Hedge Fund Activity: Q1 2022 in Review
113 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2022, worth a combined $290M — up 1.5% from $286M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EVT and 8 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.
The largest buyer was McGowan Group Asset Management, adding an estimated $6.52M. The largest seller was Bank of America, cutting an estimated $3.43M.
- 113 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2022, down from 121 in Q4 2021.
- Funds reported $290M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2022, up 1.5% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2022 and 13 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2022 was McGowan Group Asset Management, an estimated $6.52M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2022 was Bank of America, an estimated $3.43M sold.
Based on aggregated 13F filings for Q1 2022.