Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
87 hedge funds and large institutions have $153M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
7% more funds holding
Funds holding: 81 → 87 (+6)
1.94% more ownership
Funds ownership: 14.83% → 16.77% (+1.9%)
25% less capital invested
Capital invested by funds: $204M → $153M (-$51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$21.8M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.41M |
| 3 |
Morgan Stanley
New York
|
+$3.04M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$3.67M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.58M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$789K |
| 5 |
Cerity Partners
New York
|
-$705K |
ETG Hedge Fund Activity: Q1 2020 in Review
87 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q1 2020, worth a combined $153M — down 25% from $204M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETG positions and 11 closed out — a net gain of 9 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $21.8M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $3.67M sold.
- 87 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q1 2020, up from 81 in Q4 2019.
- Funds reported $153M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q1 2020, down 25% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q1 2020 and 11 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $21.8M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q1 2020 was Seizert Capital Partners, an estimated $3.67M sold.
Based on aggregated 13F filings for Q1 2020.