We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

58 hedge funds and large institutions have $80.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1.37% less ownership

Funds ownership: 20.9% → 19.53% (-1.4%)

8% less capital invested

Capital invested by funds: $87.6M → $80.9M (-$6.75M)

9% less funds holding

Funds holding: 64 → 58 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$550K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$322K
3
GC
Guggenheim Capital
Illinois
+$225K
4
Invesco
Invesco
Georgia
+$148K
5
SPIA
Steward Partners Investment Advisory
New York
+$146K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.2M
2
WAM
Wolverine Asset Management
Illinois
-$1.03M
3
AA
AQR Arbitrage
Connecticut
-$382K
4
NS
NBC Securities
Alabama
-$308K
5
Bank of America
Bank of America
North Carolina
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Principal Securities
Iowa
$23.3K – – –
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$21.5K – – –
AF
53
Allworth Financial
California
$8.04K +$182 +7 +2%
SWM
54
Spire Wealth Management
Virginia
$7.58K – – –
US Bancorp
55
US Bancorp
Minnesota
$7.58K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
MCM
57
MAI Capital Management
Ohio
$3.54K +$3.63K +140 New
NS
58
NBC Securities
Alabama
$205 -$308K -11,871 -100%
IAIM
59
International Assets Investment Management
Florida
– -$4.67K -123,862 Closed
WAM
60
Wolverine Asset Management
Illinois
– -$1.03M -38,692 Closed
Goldman Sachs
61
Goldman Sachs
New York
– -$287K -10,800 Closed
LCM
62
Landscape Capital Management
New Jersey
– -$259K -9,757 Closed
NAS
63
NWF Advisory Services
California
– -$217K -8,163 Closed
APC
64
Aspire Private Capital
North Carolina
– -$17.6K -665 Closed
BCMLT
65
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$13.4K -505 Closed
1 2
3

ETO Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2024, worth a combined $80.9M — down 7.7% from $87.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETO and 3 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Shaker Financial Services, adding an estimated $550K. The largest seller was Cornerstone Advisors, cutting an estimated $1.2M.

  • 58 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $80.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2024, down 7.7% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $550K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2024.