Eaton Vance Tax-Advantaged Global Dividend Income Fund
89 hedge funds and large institutions have $304M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
2% more capital invested
Capital invested by funds: $297M → $304M (+$7.32M)
0.4% less ownership
Funds ownership: 20.88% → 20.49% (-0.4%)
6% less funds holding
Funds holding: 95 → 89 (-6)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
| 3 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$773K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$751K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.51M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.7M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.34M |
| 4 |
FSI
Flow State Investments
Chicago,
Illinois
|
-$1.17M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.12M |
ETG Hedge Fund Activity: Q3 2024 in Review
89 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2024, worth a combined $304M — up 2.5% from $297M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ETG and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 33 added.
The largest buyer was Morgan Stanley, adding an estimated $1.57M. The largest seller was Cornerstone Advisors, cutting an estimated $2.51M.
- 89 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2024, down from 95 in Q2 2024.
- Funds reported $304M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2024, up 2.5% quarter-over-quarter.
- 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2024 and 10 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $1.57M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2024.