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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

65 hedge funds and large institutions have $163M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $143M → $163M (+$19.9M)

0.99% more ownership

Funds ownership: 10.93%11.93% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6765 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
22
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.8M +$1.26M +73,136 +3%
Bank of America
2
Bank of America
North Carolina
$20.9M +$5.37M +312,833 +36%
U
3
UBS
Switzerland
$19.3M +$4.38M +255,366 +30%
AAM
4
Advisors Asset Management
Colorado
$16.6M +$4.06M +236,473 +34%
Invesco
5
Invesco
Georgia
$9.42M +$1.86M +108,615 +25%
Wells Fargo
6
Wells Fargo
California
$8.26M +$595K +34,649 +8%
Cohen & Steers
7
Cohen & Steers
New York
$7.53M
LPL Financial
8
LPL Financial
California
$4.27M -$80.6K -4,699 -2%
WA
9
WealthTrust Axiom
Pennsylvania
$3.95M +$72.9K +4,250 +2%
SFS
10
Shaker Financial Services
Virginia
$3.4M +$148K +8,609 +5%
BTS
11
BB&T Securities
Virginia
$3.32M -$30.1K -1,754 -8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$2.92M +$112K +6,500 +4%
PPA
13
Parametric Portfolio Associates
Washington
$2.38M -$5.11M -297,748 -69%
GC
14
Guggenheim Capital
Illinois
$2.16M -$389K -22,666 -16%
OC
15
Oppenheimer & Co
New York
$1.9M +$515K +30,018 +39%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$1.58M +$293K +17,066 +23%
FAAS
17
First Allied Advisory Services
California
$1.32M -$331K -19,300 -20%
RJA
18
Raymond James & Associates
Florida
$1.21M +$177K +10,340 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.04M -$138K -8,040 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$936K +$18.9K +1,099 +2%
FAM
21
Formidable Asset Management
Ohio
$793K
NFG
22
Next Financial Group
Texas
$712K +$735K +42,844 New
HCM
23
Hollencrest Capital Management
California
$708K
LS
24
Lattice Strategies
Pennsylvania
$632K +$16.3K +950 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$520K +$292 +17 +0.1%

ETG Hedge Fund Activity: Q2 2014 in Review

65 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2014, worth a combined $163M — up 14% from $143M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETG and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $5.37M. The largest seller was Parametric Portfolio Associates, cutting an estimated $5.11M.

  • 65 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2014, down from 67 in Q1 2014.
  • Funds reported $163M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2014, up 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2014 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2014 was Bank of America, an estimated $5.37M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2014 was Parametric Portfolio Associates, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2014.