Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
39 hedge funds and large institutions have $66.7M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 3 closing their positions.
2% less capital invested
Capital invested by funds: $68.1M → $66.7M (-$1.37M)
1.64% less ownership
Funds ownership: 18.28% → 16.64% (-1.6%)
3% less funds holding
Funds holding: 40 → 39 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Joel Isaacson & Co
New York
|
+$614K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$577K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$226K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$211K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.88M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.69M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$837K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$426K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$251K |
ETO Hedge Fund Activity: Q2 2014 in Review
39 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2014, worth a combined $66.7M — down 2% from $68.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ETO and 2 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 8 added.
The largest buyer was Joel Isaacson & Co, adding an estimated $614K. The largest seller was Parametric Portfolio Associates, cutting an estimated $3.88M.
- 39 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2014, down from 40 in Q1 2014.
- Funds reported $66.7M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2014, down 2% quarter-over-quarter.
- 2 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2014 and 3 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2014 was Joel Isaacson & Co, an estimated $614K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2014 was Parametric Portfolio Associates, an estimated $3.88M sold.
Based on aggregated 13F filings for Q2 2014.