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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

53 hedge funds and large institutions have $42.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

27% more capital invested

Capital invested by funds: $33.8M → $42.8M (+$8.99M)

13% more funds holding

Funds holding: 47 → 53 (+6)

0.38% more ownership

Funds ownership: 10.43% → 10.81% (+0.38%)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$2.22M
2
AAM
Advisors Asset Management
Colorado
+$1.11M
3
COLIM
City of London Investment Management
United Kingdom
+$1.04M
4
Morgan Stanley
Morgan Stanley
New York
+$652K
5
Wells Fargo
Wells Fargo
California
+$559K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$3.34M
2
SFS
Shaker Financial Services
Virginia
-$1.01M
3
GC
Guggenheim Capital
Illinois
-$751K
4
PGWM
Parisi Gray Wealth Management
New Jersey
-$464K
5
DA
Doliver Advisors
Texas
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$390K +$353K +15,435 New
JIC
27
Joel Isaacson & Co
New York
$336K +$23.9K +1,045 +9%
AIP
28
Ahrens Investment Partners
Louisiana
$307K -$113K -4,945 -29%
MA
29
Mutual Advisors
Nebraska
$306K +$4.03K +176 +1%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$254K +$1.28K +56 +0.6%
EVM
31
Eaton Vance Management
Massachusetts
$248K – – –
AA
32
AQR Arbitrage
Connecticut
$245K +$221K +9,682 New
MIG
33
Mariner Investment Group
New York
$202K +$183K +8,000 New
IFWM
34
Institute for Wealth Management
Colorado
$202K +$183K +8,011 New
IAIM
35
International Assets Investment Management
Florida
$132K +$119K +5,224 New
SPIA
36
Steward Partners Investment Advisory
New York
$121K – – –
AWG
37
Altus Wealth Group
Colorado
$110K +$100K +4,372 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$74K – – –
IFAM
39
Institutional & Family Asset Management
Colorado
$69K +$62.7K +2,740 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$38K +$23.2K +1,014 +203%
APC
41
Aspire Private Capital
North Carolina
$35K – – –
AA
42
Ancora Advisors
Ohio
$33K – – –
PA
43
Parallel Advisors
California
$30K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$30K +$27.2K +1,191 New
AWA
45
Arkadios Wealth Advisors
Georgia
$30K +$27.6K +1,206 New
SSC
46
Syverson Strege & Co
Iowa
$29K +$26.5K +1,160 New
PGAM
47
Princeton Global Asset Management
New Jersey
$21K – – –
FIA
48
FNY Investment Advisers
New York
$15K +$13.9K +608 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$14K +$12.6K +553 New
COCM
50
Charter Oak Capital Management
New Hampshire
$13K +$11.4K +500 New
1
2
3

ETO Hedge Fund Activity: Q4 2020 in Review

53 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2020, worth a combined $42.8M — up 27% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETO positions and 8 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Formidable Asset Management, opening a new position worth an estimated $2.22M. The largest seller was Wolverine Asset Management, cutting an estimated $3.34M.

  • 53 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $42.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2020, up 27% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2020 and 8 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2020 was Formidable Asset Management, an estimated $2.22M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2020.