Eaton Vance Tax-Advantaged Global Dividend Income Fund
85 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
18% more funds holding
Funds holding: 72 → 85 (+13)
7% more capital invested
Capital invested by funds: $203M → $218M (+$15M)
1.04% more ownership
Funds ownership: 15.43% → 16.46% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.51M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.21M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.14M |
| 4 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.12M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$862K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$843K |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$813K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$571K |
| 4 |
Cohen & Steers
New York
|
-$559K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$392K |
ETG Hedge Fund Activity: Q4 2017 in Review
85 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2017, worth a combined $218M — up 7.4% from $203M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ETG positions and 5 closed out — a net gain of 13 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $3.51M. The largest seller was Invesco, cutting an estimated $843K.
- 85 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2017, up from 72 in Q3 2017.
- Funds reported $218M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2017, up 7.4% quarter-over-quarter.
- 18 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2017 and 5 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2017 was UBS Group, an estimated $3.51M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2017 was Invesco, an estimated $843K sold.
Based on aggregated 13F filings for Q4 2017.