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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

64 hedge funds and large institutions have $87.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

7% more funds holding

Funds holding: 60 → 64 (+4)

4% more capital invested

Capital invested by funds: $84.2M → $87.6M (+$3.46M)

0.76% more ownership

Funds ownership: 20.14% → 20.9% (+0.76%)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$3.17M
2
BEI
Benjamin Edwards Inc
Missouri
+$1.34M
3
1CP
1607 Capital Partners
Virginia
+$1.18M
4
WAM
Wolverine Asset Management
Illinois
+$523K
5
AAM
Advisors Asset Management
Colorado
+$291K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$900K
2
CA
Cornerstone Advisors
North Carolina
-$809K
3
KIM
Karpus Investment Management
New York
-$425K
4
LCM
Landscape Capital Management
New Jersey
-$256K
5
GC
Guggenheim Capital
Illinois
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$609K – – –
SFS
27
Shaker Financial Services
Virginia
$577K -$20.2K -788 -3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$486K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$446K -$41.7K -1,628 -9%
Truist Financial
30
Truist Financial
North Carolina
$437K +$37K +1,444 +10%
HCM
31
Hollencrest Capital Management
California
$434K – – –
SOS
32
Silver Oak Securities
Tennessee
$415K +$7.92K +309 +2%
PAG
33
Private Advisor Group
New Jersey
$375K +$19K +741 +6%
JIC
34
Joel Isaacson & Co
New York
$373K +$1.54K +60 +0.4%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$361K -$4.3K -168 -1%
NA
36
NewEdge Advisors
Louisiana
$354K +$4.28K +167 +1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$340K +$25.5K +994 +8%
DWM
38
Dakota Wealth Management
Florida
$330K +$7.69K +300 +2%
MA
39
Mutual Advisors
Nebraska
$327K +$6.38K +249 +2%
NS
40
NBC Securities
Alabama
$315K -$6.48K -253 -2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$312K +$4.18K +163 +1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$293K +$26 +1 +0%
Goldman Sachs
43
Goldman Sachs
New York
$287K +$277K +10,800 New
ATS
44
Ashton Thomas Securities
New York
$284K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$270K +$256 +10 +0.1%
LCM
46
Landscape Capital Management
New Jersey
$259K -$256K -10,007 -51%
NAS
47
NWF Advisory Services
California
$217K -$22.1K -862 -10%
Comerica Bank
48
Comerica Bank
Texas
$163K – – –
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$136K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$127K – – –
1
2
3

ETO Hedge Fund Activity: Q3 2024 in Review

64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2024, worth a combined $87.6M — up 4.1% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETO positions and 1 closed out — a net gain of 5 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $900K.

  • 64 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $87.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2024, up 4.1% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $3.17M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2024 was Bank of America, an estimated $900K sold.

Based on aggregated 13F filings for Q3 2024.