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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
SWM
51
Sugarloaf Wealth Management
Georgia
-$19K -934 Closed
GWM
52
Geneos Wealth Management
Colorado
-$6K -330 Closed
TFS
53
TrustCore Financial Services
Tennessee
-$2K -120 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.