Eaton Vance Tax-Advantaged Global Dividend Income Fund
113 hedge funds and large institutions have $288M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
13% more funds holding
Funds holding: 100 → 113 (+13)
4% more capital invested
Capital invested by funds: $277M → $288M (+$11.2M)
0.43% less ownership
Funds ownership: 17.04% → 16.61% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.39M |
| 2 |
Morgan Stanley
New York
|
+$1.93M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.68M |
| 5 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$930K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$8.55M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.37M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.59M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.26M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$949K |
ETG Hedge Fund Activity: Q4 2021 in Review
113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2021, worth a combined $288M — up 4% from $277M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ETG positions and 11 closed out — a net gain of 14 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $4.39M. The largest seller was 1607 Capital Partners, cutting an estimated $8.55M.
- 113 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2021, up from 100 in Q3 2021.
- Funds reported $288M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2021, up 4% quarter-over-quarter.
- 25 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2021 and 11 closed out, a net change of +14 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $4.39M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2021 was 1607 Capital Partners, an estimated $8.55M sold.
Based on aggregated 13F filings for Q4 2021.