Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
40 hedge funds and large institutions have $68.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $62.6M → $68.1M (+$5.51M)
3% more funds holding
Funds holding: 39 → 40 (+1)
0.68% more ownership
Funds ownership: 17.6% → 18.28% (+0.68%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$963K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
+$734K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$434K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.09M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$945K |
| 3 |
SG Americas Securities
New York
|
-$485K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$251K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$164K |
ETO Hedge Fund Activity: Q1 2014 in Review
40 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2014, worth a combined $68.1M — up 8.8% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ETO positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.5M. The largest seller was Guggenheim Capital, cutting an estimated $1.09M.
- 40 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2014, up from 39 in Q4 2013.
- Funds reported $68.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2014, up 8.8% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2014 was Shaker Financial Services, an estimated $1.5M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2014 was Guggenheim Capital, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2014.