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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$2.22M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.11M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.04M |
| 4 |
Morgan Stanley
New York
|
+$652K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$559K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.34M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.01M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$751K |
| 4 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$464K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $6K | – | – | – |
|
52
Citigroup
New York
| $5K | – | – | – |
|
|
BFEC
53
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | -$4.58K | -200 | -57% |
|
|
SFS
54
Shaker Financial Services
Arlington,
Virginia
| – | -$1.01M | -48,825 | Closed |
|
|
DA
55
Doliver Advisors
Houston,
Texas
| – | -$340K | -16,378 | Closed |
|
|
MAFM
56
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$286K | -12,837 | Closed |
|
57
Truist Financial
Charlotte,
North Carolina
| – | -$212K | -10,212 | Closed |
|
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$36K | -1,740 | Closed |
|
|
CSPIA
59
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$31K | -1,500 | Closed |
|
|
BC
60
Bartlett & Co
Cincinnati,
Ohio
| – | -$6K | -300 | Closed |
|
|
BCWM
61
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$6.24K | -300 | Closed |
|
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.