Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
30 hedge funds and large institutions have $43.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 9 closing their positions.
2.75% less ownership
Funds ownership: 14.81% → 12.06% (-2.7%)
14% less funds holding
Funds holding: 35 → 30 (-5)
23% less capital invested
Capital invested by funds: $56.2M → $43.1M (-$13.1M)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.09M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$696K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
+$445K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$379K |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.33M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.36M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.58M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.43M |
ETO Hedge Fund Activity: Q1 2015 in Review
30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2015, worth a combined $43.1M — down 23% from $56.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ETO and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was BB&T Securities, exiting entirely with an estimated $4.33M sold.
- 30 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2015, down from 35 in Q4 2014.
- Funds reported $43.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2015, down 23% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2015 and 9 closed out, a net change of -5 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2015 was Morgan Stanley, an estimated $1.09M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2015 was BB&T Securities, an estimated $4.33M sold.
Based on aggregated 13F filings for Q1 2015.