Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
30 hedge funds and large institutions have $27.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
25% more funds holding
Funds holding: 24 → 30 (+6)
7% more capital invested
Capital invested by funds: $25.9M → $27.8M (+$1.93M)
0.46% more ownership
Funds ownership: 8.54% → 9% (+0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$583K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$575K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$478K |
| 5 |
Citigroup
New York
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.97M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.26M |
| 3 |
JIC
Joel Isaacson & Co
New York
|
-$373K |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$45K |
| 5 |
AIG
American International Group
New York
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $21K | – | – | – |
|
|
FWM
27
Focused Wealth Management
Newburgh,
New York
| $11K | – | – | – |
|
|
FAM
28
Formidable Asset Management
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $4K | -$1.96K | -89 | -31% |
|
|
AIA
30
Allegis Investment Advisors
Idaho Falls,
Idaho
| $3K | +$3.15K | +143 | New |
|
|
HR
31
Howe & Rusling
Rochester,
New York
| $2K | – | – | – |
|
|
DADC
32
D.A. Davidson & Co
Great Falls,
Montana
| – | -$9K | -434 | Closed |
|
ETO Hedge Fund Activity: Q4 2015 in Review
30 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2015, worth a combined $27.8M — up 7.5% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.17M. The largest seller was Advisors Asset Management, cutting an estimated $1.97M.
- 30 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2015, up from 24 in Q3 2015.
- Funds reported $27.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2015, up 7.5% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2015 was LPL Financial, an estimated $1.17M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2015 was Advisors Asset Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2015.