Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
24 hedge funds and large institutions have $25.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.
1.9% less ownership
Funds ownership: 10.44% → 8.54% (-1.9%)
17% less funds holding
Funds holding: 29 → 24 (-5)
27% less capital invested
Capital invested by funds: $35.5M → $25.9M (-$9.58M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$512K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$210K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$41.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.9K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.46M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.43M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$740K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$737K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
26
Curi RMB Capital
Chicago,
Illinois
| – | -$737K | -31,536 | Closed |
|
27
Northern Trust
Chicago,
Illinois
| – | -$271K | -11,600 | Closed |
|
|
CWM
28
Concert Wealth Management
San Jose,
California
| – | -$226K | -9,471 | Closed |
|
|
VC
29
Vicus Capital
State College,
Pennsylvania
| – | -$206K | -8,802 | Closed |
|
30
Citigroup
New York
| – | -$140K | -6,000 | Closed |
|
ETO Hedge Fund Activity: Q3 2015 in Review
24 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2015, worth a combined $25.9M — down 27% from $35.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ETO and 0 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 6 added.
The largest buyer was Guggenheim Capital, adding an estimated $512K. The largest seller was Advisors Asset Management, cutting an estimated $1.46M.
- 24 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2015, down from 29 in Q2 2015.
- Funds reported $25.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2015, down 27% quarter-over-quarter.
- 0 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2015 and 5 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2015 was Guggenheim Capital, an estimated $512K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2015 was Advisors Asset Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2015.