We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

39 hedge funds and large institutions have $40.4M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more funds holding

Funds holding: 3639 (+3)

2% more capital invested

Capital invested by funds: $39.4M → $40.4M (+$956K)

0.38% less ownership

Funds ownership: 11.77%11.4% (-0.38%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.55M -$342K -14,383 -6%
Cohen & Steers
2
Cohen & Steers
New York
$5.22M
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.91M +$299K +12,570 +7%
RJA
4
Raymond James & Associates
Florida
$3.76M +$397K +16,681 +12%
First Trust Advisors
5
First Trust Advisors
Illinois
$2.83M +$312K +13,112 +13%
Bank of America
6
Bank of America
North Carolina
$2.58M -$57.2K -2,404 -2%
UBS Group
7
UBS Group
Switzerland
$1.97M -$242K -10,189 -11%
Morgan Stanley
8
Morgan Stanley
New York
$1.8M -$948K -39,856 -35%
AAM
9
Advisors Asset Management
Colorado
$1.75M -$741K -31,144 -30%
Ameriprise
10
Ameriprise
Minnesota
$1.46M +$169K +7,083 +13%
Invesco
11
Invesco
Georgia
$1.14M -$11.4K -480 -1%
HCM
12
Hollencrest Capital Management
California
$855K -$23.8K -1,000 -3%
JIC
13
Joel Isaacson & Co
New York
$793K -$106K -4,462 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$772K -$52K -2,185 -6%
AIP
15
Ahrens Investment Partners
Louisiana
$714K +$47.6K +2,000 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$550K +$130K +5,459 +32%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$456K +$114K +4,806 +35%
Wells Fargo
18
Wells Fargo
California
$408K -$201K -8,433 -33%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$391K
LPL Financial
20
LPL Financial
California
$384K -$508K -21,346 -58%
FHA
21
Flagship Harbor Advisors
Massachusetts
$319K +$84.8K +3,564 +38%
AG
22
Advisor Group
Arizona
$275K +$50K +2,100 +23%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$258K +$252K +10,572 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$246K +$240K +10,070 New
EVM
25
Eaton Vance Management
Massachusetts
$239K

ETO Hedge Fund Activity: Q2 2017 in Review

39 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2017, worth a combined $40.4M — up 2.4% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETO positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $397K. The largest seller was Morgan Stanley, cutting an estimated $948K.

  • 39 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2017, up from 36 in Q1 2017.
  • Funds reported $40.4M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2017 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2017 was Raymond James & Associates, an estimated $397K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2017 was Morgan Stanley, an estimated $948K sold.

Based on aggregated 13F filings for Q2 2017.