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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

40 hedge funds and large institutions have $56.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

21% more funds holding

Funds holding: 3340 (+7)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $55.6M → $56.2M (+$518K)

0.03% more ownership

Funds ownership: 17.09%17.13% (+0.03%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$14.5M +$2.52M +109,532 +21%
Cohen & Steers
2
Cohen & Steers
New York
$5.6M -$1.61M -70,108 -22%
Invesco
3
Invesco
Georgia
$5.46M -$1.47M -63,949 -21%
U
4
UBS
Switzerland
$5.34M +$6.11K +266 +0.1%
PPA
5
Parametric Portfolio Associates
Washington
$5.29M -$304K -13,224 -5%
Morgan Stanley
6
Morgan Stanley
New York
$3.23M -$423K -18,434 -11%
Wells Fargo
7
Wells Fargo
California
$3.01M -$84.1K -3,661 -3%
GC
8
Guggenheim Capital
Illinois
$2.4M -$190K -8,264 -7%
LPL Financial
9
LPL Financial
California
$2.08M +$162K +7,074 +8%
SG Americas Securities
10
SG Americas Securities
New York
$1.5M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.41M +$55.9K +2,436 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.36M +$97.3K +4,238 +8%
RJA
13
Raymond James & Associates
Florida
$921K +$190K +8,293 +25%
SFS
14
Shaker Financial Services
Virginia
$667K +$679K +29,557 New
Bank of America
15
Bank of America
North Carolina
$479K +$47.8K +2,082 +11%
TC
16
TFS Capital
Pennsylvania
$385K +$392K +17,075 New
AQR Capital Management
17
AQR Capital Management
Connecticut
$316K -$429K -18,690 -57%
ASN
18
Advisory Services Network
Georgia
$265K -$23.3K -1,015 -8%
Comerica Bank
19
Comerica Bank
Texas
$248K +$253K +11,014 New
DA
20
Doliver Advisors
Texas
$246K +$250K +10,882 New
JIR
21
James Investment Research
Ohio
$223K
WAM
22
Wolverine Asset Management
Illinois
$217K +$221K +9,624 New
CWM
23
Concert Wealth Management
California
$211K
JIC
24
Joel Isaacson & Co
New York
$203K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$135K

ETO Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2013, worth a combined $56.2M — up 0.93% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETO positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $2.52M. The largest seller was Cohen & Steers, cutting an estimated $1.61M.

  • 40 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2013, up from 33 in Q2 2013.
  • Funds reported $56.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2013, up 0.93% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2013 and 3 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2013 was Advisors Asset Management, an estimated $2.52M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2013 was Cohen & Steers, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2013.