Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
49 hedge funds and large institutions have $50.4M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
1% more capital invested
Capital invested by funds: $50M → $50.4M (+$384K)
1% less ownership
Funds ownership: 10.59% → 9.59% (-1%)
2% less funds holding
Funds holding: 50 → 49 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$397K |
| 2 |
LPL Financial
San Diego,
California
|
+$390K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$280K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$245K |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.61M |
| 2 |
Cohen & Steers
New York
|
-$798K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$656K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$560K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$539K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| – | -$60K | -2,000 | Closed |
|
|
IFAM
52
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$20K | -668 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | -50% |
|
ETO Hedge Fund Activity: Q4 2021 in Review
49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2021, worth a combined $50.4M — up 0.77% from $50M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ETO and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 20 added.
The largest buyer was Raymond James & Associates, adding an estimated $397K. The largest seller was Formidable Asset Management, cutting an estimated $2.61M.
- 49 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2021, down from 50 in Q3 2021.
- Funds reported $50.4M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2021, up 0.77% quarter-over-quarter.
- 3 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2021 was Raymond James & Associates, an estimated $397K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2021 was Formidable Asset Management, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2021.