Eaton Vance Tax-Advantaged Global Dividend Income Fund
99 hedge funds and large institutions have $256M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 15 closing their positions.
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
21% more capital invested
Capital invested by funds: $212M → $256M (+$44.2M)
4% more funds holding
Funds holding: 95 → 99 (+4)
1.58% more ownership
Funds ownership: 18.04% → 19.61% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$5.58M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.62M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.54M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.53M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.06M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 3 |
Morgan Stanley
New York
|
-$969K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$484K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$395K |
ETG Hedge Fund Activity: Q4 2023 in Review
99 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2023, worth a combined $256M — up 21% from $212M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ETG positions and 15 closed out — a net gain of 4 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $5.58M. The largest seller was Shaker Financial Services, cutting an estimated $2.06M.
- 99 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2023, up from 95 in Q3 2023.
- Funds reported $256M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2023, up 21% quarter-over-quarter.
- 19 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2023 and 15 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2023 was 1607 Capital Partners, an estimated $5.58M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2023 was Shaker Financial Services, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2023.