Eaton Vance Tax-Advantaged Global Dividend Income Fund
102 hedge funds and large institutions have $252M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
30% more capital invested
Capital invested by funds: $194M → $252M (+$58.1M)
15% more funds holding
Funds holding: 89 → 102 (+13)
1.01% more ownership
Funds ownership: 17.11% → 18.13% (+1%)
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$4.47M |
| 2 |
Millennium Management
New York
|
+$3.1M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.31M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.07M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.72M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$673K |
| 4 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$442K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
101
Caldwell Trust
Venice,
Florida
| $1.92K | – | – | – |
|
102
AssetMark Inc
Concord,
California
| $1K | +$998 | +61 | New |
|
|
WAM
103
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.53M | -102,839 | Closed |
|
|
MAFM
104
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$195K | -12,233 | Closed |
|
|
EH
105
Equitable Holdings
New York
| – | -$179K | -12,057 | Closed |
|
106
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$161K | -10,855 | Closed |
|
|
SCA
107
Snowden Capital Advisors
New York
| – | -$153K | -10,278 | Closed |
|
|
FFA
108
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$76K | -5,157 | Closed |
|
|
APA
109
American Portfolios Advisors
Holbrook,
New York
| – | -$39.3K | -2,645 | Closed |
|
|
BFEC
110
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$19K | -1,300 | Closed |
|
|
APC
111
Aspire Private Capital
Cornelius,
North Carolina
| – | +$33 | +2 | New |
|
ETG Hedge Fund Activity: Q4 2020 in Review
102 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2020, worth a combined $252M — up 30% from $194M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ETG positions and 8 closed out — a net gain of 13 holders — while 28 added to existing stakes and 34 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $4.47M. The largest seller was Shaker Financial Services, cutting an estimated $1.72M.
- 102 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2020, up from 89 in Q3 2020.
- Funds reported $252M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2020, up 30% quarter-over-quarter.
- 21 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2020 and 8 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $4.47M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2020 was Shaker Financial Services, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2020.