Eaton Vance Tax-Advantaged Dividend Income Fund
112 hedge funds and large institutions have $236M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 17 closing their positions.
0.27% less ownership
Funds ownership: 14.41% → 14.14% (-0.27%)
2% less capital invested
Capital invested by funds: $241M → $236M (-$4.75M)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
6% less funds holding
Funds holding: 119 → 112 (-7)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.17M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$731K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$358K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$320K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.34M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$884K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$794K |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$635K |
| 5 |
Morgan Stanley
New York
|
-$628K |
EVT Hedge Fund Activity: Q1 2023 in Review
112 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2023, worth a combined $236M — down 2% from $241M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EVT and 12 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 34 added.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $1.17M. The largest seller was Wells Fargo, cutting an estimated $1.34M.
- 112 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2023, down from 119 in Q4 2022.
- Funds reported $236M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2023, down 2% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $1.17M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2023 was Wells Fargo, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2023.