Eaton Vance Tax-Advantaged Global Dividend Income Fund
96 hedge funds and large institutions have $279M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
8% more funds holding
Funds holding: 89 → 96 (+7)
0.45% less ownership
Funds ownership: 20.49% → 20.04% (-0.45%)
8% less capital invested
Capital invested by funds: $304M → $279M (-$25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.48M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$980K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$887K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.69M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.63M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.62M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
101
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$21.8K | -1,119 | Closed |
|
102
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$19.4K | -1,000 | Closed |
|
|
NRG
103
Nemes Rush Group
Novi,
Michigan
| – | -$10.4K | -571 | Closed |
|
|
ATS
104
Ashton Thomas Securities
Rochester,
New York
| – | -$9.13K | -470 | Closed |
|
|
CA
105
CoreCap Advisors
Southfield,
Michigan
| – | -$4.12K | -212 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$114 | +6 | New |
|
ETG Hedge Fund Activity: Q4 2024 in Review
96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2024, worth a combined $279M — down 8.2% from $304M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ETG positions and 11 closed out — a net gain of 9 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.48M. The largest seller was 1607 Capital Partners, cutting an estimated $5.69M.
- 96 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2024, up from 89 in Q3 2024.
- Funds reported $279M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2024, down 8.2% quarter-over-quarter.
- 20 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2024 and 11 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2024 was Morgan Stanley, an estimated $2.48M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2024 was 1607 Capital Partners, an estimated $5.69M sold.
Based on aggregated 13F filings for Q4 2024.