Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
51 hedge funds and large institutions have $45.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
6% more capital invested
Capital invested by funds: $42.8M → $45.2M (+$2.37M)
0.15% more ownership
Funds ownership: 10.81% → 10.96% (+0.15%)
4% less funds holding
Funds holding: 53 → 51 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.96M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.88M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$347K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$279K |
| 5 |
LPL Financial
San Diego,
California
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.07M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$907K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$510K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$433K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$390K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
51
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$390K | -15,435 | Closed |
|
|
AA
52
AQR Arbitrage
Greenwich,
Connecticut
| – | -$245K | -9,682 | Closed |
|
|
MIG
53
Mariner Investment Group
Harrison,
New York
| – | -$202K | -8,000 | Closed |
|
|
AWG
54
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$110K | -4,372 | Closed |
|
|
IFAM
55
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$69K | -2,740 | Closed |
|
|
FIA
56
FNY Investment Advisers
New York
| – | -$15K | -608 | Closed |
|
|
COCM
57
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$13K | -500 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -255 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
ETO Hedge Fund Activity: Q1 2021 in Review
51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2021, worth a combined $45.2M — up 5.5% from $42.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ETO and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.96M. The largest seller was City of London Investment Management, cutting an estimated $1.07M.
- 51 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2021, down from 53 in Q4 2020.
- Funds reported $45.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2021, up 5.5% quarter-over-quarter.
- 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2021 and 8 closed out, a net change of -2 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2021 was Cohen & Steers, an estimated $1.96M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2021 was City of London Investment Management, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2021.