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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

85 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

18% more funds holding

Funds holding: 72 → 85 (+13)

7% more capital invested

Capital invested by funds: $203M → $218M (+$15M)

1.04% more ownership

Funds ownership: 15.43% → 16.46% (+1%)

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.51M
2
AAM
Advisors Asset Management
Colorado
+$1.21M
3
SFS
Shaker Financial Services
Virginia
+$1.14M
4
VIA
Vident Investment Advisory
Georgia
+$1.12M
5
SB
Suntrust Banks
Georgia
+$862K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$843K
2
FWM
Focused Wealth Management
New York
-$813K
3
GC
Guggenheim Capital
Illinois
-$571K
4
Cohen & Steers
Cohen & Steers
New York
-$559K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$392K
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$208K – – –
IFWM
52
Institute for Wealth Management
Colorado
$200K -$25.9K -1,500 -12%
HSA
53
HBK Sorce Advisory
Pennsylvania
$187K +$186K +10,765 New
DA
54
Doliver Advisors
Texas
$177K +$176K +10,187 New
AIS
55
Accurate Investment Solutions
Pennsylvania
$166K +$2.91K +169 +2%
RFC
56
Regions Financial Corp
Alabama
$117K +$117K +6,779 New
Citigroup
57
Citigroup
New York
$110K -$21.2K -1,228 -16%
SPIA
58
Steward Partners Investment Advisory
New York
$104K +$23K +1,334 +28%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$90K +$1.43K +83 +2%
AWA
60
Acorn Wealth Advisors
Michigan
$90K +$87K +5,045 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$74K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$47K +$3.09K +179 +7%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$44.4K +$37.7K +2,187 +583%
TCOV
64
Trust Company of Vermont
Vermont
$43K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
CHC
66
City Holding Co
West Virginia
$36K – – –
IA
67
IFP Advisors
Florida
$32K -$25.7K -1,490 -45%
WEC
68
Winslow Evans & Crocker
Massachusetts
$30.3K -$13.8K -800 -31%
GWM
69
Geneos Wealth Management
Colorado
$30K – – –
SFG
70
SevenBridge Financial Group
Pennsylvania
$25K +$24.7K +1,431 New
IWM
71
IHT Wealth Management
Illinois
$22K – – –
BCI
72
Brinker Capital Investments
Pennsylvania
$21K – – –
CFA
73
Carroll Financial Associates
North Carolina
$18K – – –
OIA
74
OneDigital Investment Advisors
Kansas
$13K – – –
EA
75
Edge Advisors
Georgia
$12K – – –
1 2
3
4

ETG Hedge Fund Activity: Q4 2017 in Review

85 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2017, worth a combined $218M — up 7.4% from $203M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETG positions and 5 closed out — a net gain of 13 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $3.51M. The largest seller was Invesco, cutting an estimated $843K.

  • 85 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $218M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2017 and 5 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2017 was UBS Group, an estimated $3.51M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2017 was Invesco, an estimated $843K sold.

Based on aggregated 13F filings for Q4 2017.