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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
US Bancorp
76
US Bancorp
Minnesota
$10K – – –
SWMG
77
Signature Wealth Management Group
Georgia
$9K +$8.62K +500 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$8K +$7.95K +461 New
ASN
79
Advisory Services Network
Georgia
$7K – – –
FRA
80
Front Row Advisors
California
$7K +$6.74K +391 New
JWA
81
JFS Wealth Advisors
Pennsylvania
$5K +$103 +6 +2%
BC
82
Bartlett & Co
Ohio
$4K – – –
First Manhattan
83
First Manhattan
New York
$4K – – –
FGC
84
Financial Gravity Companies
Texas
$2K +$1.78K +103 New
PCG
85
Private Capital Group
Connecticut
$15 +$2K +116 New
NFG
86
Next Financial Group
Texas
– -$77K -4,456 Closed
BWP
87
Baldwin Wealth Partners
Massachusetts
– -$26K -1,500 Closed
BONST
88
Bank of Nova Scotia Trust
Ontario, Canada
– -$17K -1,000 Closed
AC
89
Alexandria Capital
Virginia
– -$8K -487 Closed
WAMC
90
Western Asset Management Company
California
– -$7K -400 Closed
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.