Eaton Vance Tax-Advantaged Global Dividend Income Fund
98 hedge funds and large institutions have $212M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $193M → $212M (+$19.1M)
1% more funds holding
Funds holding: 97 → 98 (+1)
0.8% more ownership
Funds ownership: 15.86% → 16.66% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$5.34M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.07M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.26M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.2M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$982K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$621K |
| 4 |
Morgan Stanley
New York
|
-$508K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$450K |
ETG Hedge Fund Activity: Q2 2023 in Review
98 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2023, worth a combined $212M — up 9.9% from $193M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETG positions and 10 closed out — a net gain of 1 holder — while 24 added to existing stakes and 36 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $5.34M. The largest seller was Cohen & Steers, cutting an estimated $1.2M.
- 98 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2023, up from 97 in Q1 2023.
- Funds reported $212M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2023, up 9.9% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2023 and 10 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $5.34M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2023 was Cohen & Steers, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2023.