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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

41 hedge funds and large institutions have $41.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

17% more funds holding

Funds holding: 3541 (+6)

8% more capital invested

Capital invested by funds: $38.2M → $41.2M (+$2.98M)

0.46% more ownership

Funds ownership: 10.71%11.17% (+0.46%)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.2M +$871K +35,038 +14%
Bank of America
2
Bank of America
North Carolina
$5.74M -$24K -967 -0.4%
Cohen & Steers
3
Cohen & Steers
New York
$3.63M -$367K -14,766 -9%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.34M +$147K +5,917 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.62M -$413K -16,613 -14%
UBS Group
6
UBS Group
Switzerland
$2.4M -$103K -4,161 -4%
PGWM
7
Parisi Gray Wealth Management
New Jersey
$2.27M +$2.23M +89,875 New
Ameriprise
8
Ameriprise
Minnesota
$1.55M -$7.43K -299 -0.5%
RJA
9
Raymond James & Associates
Florida
$1.24M -$417K -16,775 -26%
Invesco
10
Invesco
Georgia
$1.13M -$22.8K -917 -2%
HCM
11
Hollencrest Capital Management
California
$892K +$423 +17 +0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$807K -$108K -4,338 -12%
Morgan Stanley
13
Morgan Stanley
New York
$806K -$208K -8,384 -21%
JIC
14
Joel Isaacson & Co
New York
$765K -$61.2K -2,462 -8%
AIP
15
Ahrens Investment Partners
Louisiana
$752K -$7.46K -300 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$748K -$3.53K -142 -0.5%
AAM
17
Advisors Asset Management
Colorado
$621K -$1.02M -41,221 -63%
Wells Fargo
18
Wells Fargo
California
$472K +$116K +4,657 +33%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$441K -$4.97K -200 -1%
MA
20
Mutual Advisors
Nebraska
$414K +$406K +16,317 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$408K -$94K -3,783 -19%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$372K +$87.3K +3,514 +32%
LPL Financial
23
LPL Financial
California
$357K -$52.1K -2,098 -13%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$327K -$61.9K -2,491 -16%
AG
25
Advisor Group
Arizona
$302K +$2.51K +101 +0.9%

ETO Hedge Fund Activity: Q4 2017 in Review

41 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2017, worth a combined $41.2M — up 7.8% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETO positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $871K. The largest seller was Advisors Asset Management, cutting an estimated $1.02M.

  • 41 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $41.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2017 and 2 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2017 was Guggenheim Capital, an estimated $871K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2017 was Advisors Asset Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2017.