ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

88 hedge funds and large institutions have $194M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.35M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.74M
3
AA
AQR Arbitrage
Connecticut
+$972K
4
Cohen & Steers
Cohen & Steers
New York
+$720K
5
LPL Financial
LPL Financial
California
+$576K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$2.28M
2
UBS Group
UBS Group
Switzerland
-$982K
3
KIM
Karpus Investment Management
New York
-$901K
4
RJA
Raymond James & Associates
Florida
-$633K
5
FAM
Formidable Asset Management
Ohio
-$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.4M -$371K -24,974 -0.8%
UBS Group
2
UBS Group
Switzerland
$30.2M -$982K -66,037 -3%
Bank of America
3
Bank of America
North Carolina
$18.6M +$71.2K +4,785 +0.4%
Cohen & Steers
4
Cohen & Steers
New York
$12.2M +$720K +48,452 +6%
KIM
5
Karpus Investment Management
New York
$12.2M -$901K -60,583 -7%
AAM
6
Advisors Asset Management
Colorado
$7.34M -$487K -32,727 -6%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.28M +$95.1K +6,394 +1%
Wells Fargo
8
Wells Fargo
California
$4.59M -$31.5K -2,120 -0.7%
1CP
9
1607 Capital Partners
Virginia
$4.35M +$4.35M +292,665 New
GC
10
Guggenheim Capital
Illinois
$4.16M +$286K +19,202 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$3.98M -$138K -9,292 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.24M -$257K -17,269 -7%
WA
13
WealthTrust Axiom
Pennsylvania
$2.66M -$113K -7,608 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.66M -$27.5K -1,852 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.64M +$53.8K +3,616 +2%
SPIA
16
Steward Partners Investment Advisory
New York
$2.13M – – –
BPA
17
Beacon Pointe Advisors
California
$1.95M -$93.8K -6,308 -5%
LPL Financial
18
LPL Financial
California
$1.93M +$576K +38,753 +43%
SFS
19
Shaker Financial Services
Virginia
$1.76M -$2.28M -153,037 -56%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$1.74M +$1.74M +117,100 New
WAM
21
Wolverine Asset Management
Illinois
$1.53M +$562K +37,779 +58%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.46M +$31.7K +2,131 +2%
LOPW
23
Live Oak Private Wealth
North Carolina
$1.39M +$13.9K +933 +1%
AA
24
AQR Arbitrage
Connecticut
$1.35M +$972K +65,403 +260%
RJA
25
Raymond James & Associates
Florida
$1.26M -$633K -42,553 -33%
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