Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
50 hedge funds and large institutions have $41.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
36% more capital invested
Capital invested by funds: $30.7M → $41.9M (+$11.2M)
9% more funds holding
Funds holding: 46 → 50 (+4)
3.11% more ownership
Funds ownership: 9.22% → 12.33% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.89M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.49M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.46M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$844K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$327K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$271K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$216K |
| 5 |
Morgan Stanley
New York
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
51
FNY Investment Advisers
New York
| – | -$327K | -16,200 | Closed |
|
|
SOS
52
Silver Oak Securities
Jackson,
Tennessee
| – | -$271K | -12,697 | Closed |
|
|
53
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$216K | -10,650 | Closed |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$30K | -1,500 | Closed |
|
|
GWSG
55
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$20K | -1,007 | Closed |
|
|
PGAM
56
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$17.9K | -833 | Closed |
|
ETO Hedge Fund Activity: Q4 2022 in Review
50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2022, worth a combined $41.9M — up 36% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ETO positions and 6 closed out — a net gain of 6 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $3.5M. The largest seller was Advisors Asset Management, cutting an estimated $844K.
- 50 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $41.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2022, up 36% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2022 and 6 closed out, a net change of +6 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $3.5M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2022 was Advisors Asset Management, an estimated $844K sold.
Based on aggregated 13F filings for Q4 2022.