Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
36 hedge funds and large institutions have $39.4M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9% more funds holding
Funds holding: 33 → 36 (+3)
8% more capital invested
Capital invested by funds: $36.5M → $39.4M (+$2.9M)
0.27% less ownership
Funds ownership: 12.04% → 11.77% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.18M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.05M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$651K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$649K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.44M |
| 2 |
Citigroup
New York
|
-$960K |
| 3 |
LCM
Laurion Capital Management
New York
|
-$545K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$514K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $170K | +$291 | +13 | +0.2% |
|
|
JIR
27
James Investment Research
Alpha,
Ohio
| $65K | – | – | – |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $24K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $23K | – | – | – |
|
|
CPA
30
Clear Perspective Advisors
Aurora,
Illinois
| $18K | – | – | – |
|
|
FWM
31
Focused Wealth Management
Newburgh,
New York
| $12K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $10K | – | – | – |
|
33
Creative Planning
Overland Park,
Kansas
| $8K | – | – | – |
|
|
CCM
34
Cribstone Capital Management
Augusta,
Maine
| $8K | – | – | – |
|
|
SFG
35
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $5K | – | – | – |
|
|
HR
36
Howe & Rusling
Rochester,
New York
| $2K | – | – | – |
|
37
BlackRock
New York
| $1K | +$628 | +28 | New |
|
|
38
Citigroup
New York
| – | -$960K | -46,137 | Closed |
|
|
LCM
39
Laurion Capital Management
New York
| – | -$545K | -26,166 | Closed |
|
|
CCP
40
Clough Capital Partners
Boston,
Massachusetts
| – | -$514K | -24,676 | Closed |
|
ETO Hedge Fund Activity: Q1 2017 in Review
36 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2017, worth a combined $39.4M — up 7.9% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.18M. The largest seller was Flagship Harbor Advisors, cutting an estimated $2.44M.
- 36 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2017, up from 33 in Q4 2016.
- Funds reported $39.4M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2017, up 7.9% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2017 was Ameriprise, an estimated $1.18M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2017 was Flagship Harbor Advisors, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2017.