Eaton Vance Tax-Advantaged Global Dividend Income Fund
72 hedge funds and large institutions have $203M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 7 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 16
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $191M → $203M (+$12.3M)
1% more funds holding
Funds holding: 71 → 72 (+1)
0.82% more ownership
Funds ownership: 14.61% → 15.43% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.93M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.87M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.26M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.26M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.72M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$375K |
| 3 |
LPL Financial
San Diego,
California
|
-$288K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$224K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$147K |
ETG Hedge Fund Activity: Q3 2017 in Review
72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2017, worth a combined $203M — up 6.5% from $191M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ETG positions and 7 closed out — a net gain of 1 holder — while 31 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.93M. The largest seller was Cohen & Steers, cutting an estimated $1.72M.
- 72 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2017, up from 71 in Q2 2017.
- Funds reported $203M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2017, up 6.5% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2017 and 7 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $1.93M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2017 was Cohen & Steers, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2017.