Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
33 hedge funds and large institutions have $36.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $29.8M → $36.5M (+$6.74M)
18% more funds holding
Funds holding: 28 → 33 (+5)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
2.58% more ownership
Funds ownership: 9.47% → 12.04% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.01M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.01M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$978K |
| 4 |
Citigroup
New York
|
+$953K |
| 5 |
LCM
Laurion Capital Management
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$816K |
| 2 |
JIC
Joel Isaacson & Co
New York
|
-$350K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$276K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$206K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $21K | – | – | – |
|
|
CPA
27
Clear Perspective Advisors
Aurora,
Illinois
| $17K | +$16.5K | +800 | New |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $13K | +$248 | +12 | +2% |
|
|
FWM
29
Focused Wealth Management
Newburgh,
New York
| $11K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $9K | +$9.5K | +460 | New |
|
|
CCM
31
Cribstone Capital Management
Augusta,
Maine
| $8K | – | – | – |
|
32
Creative Planning
Overland Park,
Kansas
| $7K | -$3.86K | -187 | -35% |
|
|
SFG
33
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $4K | +$4.09K | +198 | New |
|
|
HR
34
Howe & Rusling
Rochester,
New York
| $2K | – | – | – |
|
|
VKH
35
Virtu KCG Holdings
New York
| – | -$276K | -12,743 | Closed |
|
|
CWM
36
Concert Wealth Management
San Jose,
California
| – | -$206K | -9,621 | Closed |
|
|
NFG
37
Next Financial Group
Houston,
Texas
| – | -$22K | -1,009 | Closed |
|
ETO Hedge Fund Activity: Q4 2016 in Review
33 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2016, worth a combined $36.5M — up 23% from $29.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETO positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.01M. The largest seller was Wells Fargo, cutting an estimated $816K.
- 33 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2016, up from 28 in Q3 2016.
- Funds reported $36.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2016, up 23% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2016 and 3 closed out, a net change of +6 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2016 was Raymond James Financial Services Advisors, an estimated $2.01M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2016 was Wells Fargo, an estimated $816K sold.
Based on aggregated 13F filings for Q4 2016.