Eaton Vance Tax-Advantaged Global Dividend Income Fund
110 hedge funds and large institutions have $414M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
131% more capital invested
Capital invested by funds: $179M → $414M (+$235M)
22% more funds holding
Funds holding: 90 → 110 (+20)
0.22% more ownership
Funds ownership: 15.53% → 15.75% (+0.22%)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.95M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.63M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.53M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.43M |
| 5 |
EC
Elequin Capital
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.26M |
| 2 |
Morgan Stanley
New York
|
-$7.3M |
| 3 |
Cohen & Steers
New York
|
-$1.69M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$520K |
ETG Hedge Fund Activity: Q4 2022 in Review
110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2022, worth a combined $414M — up 131% from $179M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ETG positions and 5 closed out — a net gain of 24 holders — while 27 added to existing stakes and 32 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.95M. The largest seller was Bank of America, cutting an estimated $8.26M.
- 110 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2022, up from 90 in Q3 2022.
- Funds reported $414M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2022, up 131% quarter-over-quarter.
- 29 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2022 and 5 closed out, a net change of +24 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $7.95M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2022 was Bank of America, an estimated $8.26M sold.
Based on aggregated 13F filings for Q4 2022.