Eaton Vance Tax-Advantaged Global Dividend Income Fund
73 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
22% more funds holding
Funds holding: 60 → 73 (+13)
0.59% more ownership
Funds ownership: 12.09% → 12.69% (+0.59%)
0% less capital invested
Capital invested by funds: $160M → $159M (-$579K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.05M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.73M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.37M |
| 4 |
Morgan Stanley
New York
|
+$1.16M |
| 5 |
SG Americas Securities
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$854K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$736K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$734K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$624K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$424K |
ETG Hedge Fund Activity: Q4 2014 in Review
73 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2014, worth a combined $159M — down 0.36% from $160M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ETG positions and 2 closed out — a net gain of 15 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $3.05M. The largest seller was Invesco, cutting an estimated $854K.
- 73 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2014, up from 60 in Q3 2014.
- Funds reported $159M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2014, down 0.36% quarter-over-quarter.
- 17 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2014 and 2 closed out, a net change of +15 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2014 was Shaker Financial Services, an estimated $3.05M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2014 was Invesco, an estimated $854K sold.
Based on aggregated 13F filings for Q4 2014.