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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

36 hedge funds and large institutions have $39.4M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9% more funds holding

Funds holding: 3336 (+3)

8% more capital invested

Capital invested by funds: $36.5M → $39.4M (+$2.9M)

0.27% less ownership

Funds ownership: 12.04%11.77% (-0.27%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.58M +$44.7K +1,995 +0.8%
Cohen & Steers
2
Cohen & Steers
New York
$4.94M -$291K -12,973 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.36M +$651K +29,023 +18%
RJA
4
Raymond James & Associates
Florida
$3.17M +$649K +28,939 +27%
Morgan Stanley
5
Morgan Stanley
New York
$2.62M +$247K +10,994 +11%
Bank of America
6
Bank of America
North Carolina
$2.49M -$93.4K -4,164 -4%
AAM
7
Advisors Asset Management
Colorado
$2.38M -$449K -20,014 -16%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.37M -$151K -6,743 -6%
UBS Group
9
UBS Group
Switzerland
$2.1M +$95.6K +4,262 +5%
Ameriprise
10
Ameriprise
Minnesota
$1.21M +$1.18M +52,609 New
Invesco
11
Invesco
Georgia
$1.08M +$1.05M +47,025 New
LPL Financial
12
LPL Financial
California
$853K -$164K -7,304 -16%
JIC
13
Joel Isaacson & Co
New York
$853K -$13.9K -620 -2%
HCM
14
Hollencrest Capital Management
California
$832K -$56.1K -2,500 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$781K +$93.6K +4,174 +14%
AIP
16
Ahrens Investment Partners
Louisiana
$629K +$1.12K +50 +0.2%
Wells Fargo
17
Wells Fargo
California
$581K -$308K -13,757 -35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$394K +$383K +17,096 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$21.3K +950 +6%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$323K +$314K +14,024 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$320K +$119K +5,285 +61%
EVM
22
Eaton Vance Management
Massachusetts
$226K +$220K +9,802 New
AG
23
Advisor Group
Arizona
$212K
FHA
24
Flagship Harbor Advisors
Massachusetts
$207K -$2.44M -108,719 -92%
ASN
25
Advisory Services Network
Georgia
$204K +$199K +8,858 New

ETO Hedge Fund Activity: Q1 2017 in Review

36 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2017, worth a combined $39.4M — up 7.9% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETO positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.18M. The largest seller was Flagship Harbor Advisors, cutting an estimated $2.44M.

  • 36 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2017, up from 33 in Q4 2016.
  • Funds reported $39.4M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2017, up 7.9% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2017 and 3 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2017 was Ameriprise, an estimated $1.18M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2017 was Flagship Harbor Advisors, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2017.