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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

47 hedge funds and large institutions have $33.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $31.5M → $33.8M (+$2.28M)

0.75% more ownership

Funds ownership: 9.68%10.43% (+0.75%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$312K +$56.3K +2,634 +21%
COLIM
27
City of London Investment Management
United Kingdom
$305K +$314K +14,691 New
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$286K +$30.7K +1,437 +13%
JIC
29
Joel Isaacson & Co
New York
$255K -$20.5K -956 -7%
MA
30
Mutual Advisors
Nebraska
$248K +$5.03K +235 +2%
Truist Financial
31
Truist Financial
North Carolina
$212K
EVM
32
Eaton Vance Management
Massachusetts
$204K
SPIA
33
Steward Partners Investment Advisory
New York
$100K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$61K
FHA
35
Flagship Harbor Advisors
Massachusetts
$36K
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$31K +$32.1K +1,500 New
APC
37
Aspire Private Capital
North Carolina
$29K +$29.9K +1,400 New
AA
38
Ancora Advisors
Ohio
$28K +$28.3K +1,325 New
PA
39
Parallel Advisors
California
$25K +$21 +1 +0.1%
PGAM
40
Princeton Global Asset Management
New Jersey
$17K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$10K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$7K -$22.1K -1,034 -75%
BCWM
43
Bartlett & Co Wealth Management
Ohio
$6.24K
BC
44
Bartlett & Co
Ohio
$6K
ASN
45
Advisory Services Network
Georgia
$5K +$5.46K +255 New
Citigroup
46
Citigroup
New York
$4K
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$219 +$214K +10,000 New
FAM
48
Formidable Asset Management
Ohio
-$2.05M -96,868 Closed
WAM
49
Weiss Asset Management
Massachusetts
-$223K -10,765 Closed
CAN
50
Cetera Advisor Networks
California
-$44K -2,125 Closed

ETO Hedge Fund Activity: Q3 2020 in Review

47 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2020, worth a combined $33.8M — up 7.2% from $31.5M a quarter earlier.

Fund positioning in ETO was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $1.41M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $2.05M sold.

  • 47 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $33.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2020 was Bank of America, an estimated $1.41M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2020 was Formidable Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2020.