Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
35 hedge funds and large institutions have $56.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.
1.55% less ownership
Funds ownership: 16.36% → 14.81% (-1.5%)
5% less funds holding
Funds holding: 37 → 35 (-2)
10% less capital invested
Capital invested by funds: $62.6M → $56.2M (-$6.46M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$847K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$707K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$641K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.31M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.18M |
| 3 |
Cohen & Steers
New York
|
-$579K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$431K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$425K |
ETO Hedge Fund Activity: Q4 2014 in Review
35 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2014, worth a combined $56.2M — down 10% from $62.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ETO and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $1.46M. The largest seller was Advisors Asset Management, cutting an estimated $4.31M.
- 35 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2014, down from 37 in Q3 2014.
- Funds reported $56.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2014, down 10% quarter-over-quarter.
- 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2014 and 6 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2014 was LPL Financial, an estimated $1.46M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2014 was Advisors Asset Management, an estimated $4.31M sold.
Based on aggregated 13F filings for Q4 2014.