Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
95 hedge funds and large institutions have $172M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
14% more funds holding
Funds holding: 83 → 95 (+12)
1.73% more ownership
Funds ownership: 14.9% → 16.63% (+1.7%)
16% less capital invested
Capital invested by funds: $205M → $172M (-$32.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.01M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.64M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$2.6M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$2.31M |
| 5 |
Morgan Stanley
New York
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.52M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.65M |
| 4 |
LPL Financial
San Diego,
California
|
-$828K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$777K |
ETG Hedge Fund Activity: Q4 2018 in Review
95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2018, worth a combined $172M — down 16% from $205M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ETG positions and 11 closed out — a net gain of 13 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $4.01M. The largest seller was Bank of America, cutting an estimated $2.52M.
- 95 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2018, up from 83 in Q3 2018.
- Funds reported $172M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2018, down 16% quarter-over-quarter.
- 24 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2018 and 11 closed out, a net change of +13 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2018 was Shaker Financial Services, an estimated $4.01M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2018 was Bank of America, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2018.