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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

39 hedge funds and large institutions have $37.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.95% less ownership

Funds ownership: 11.17%10.21% (-0.95%)

5% less funds holding

Funds holding: 4139 (-2)

10% less capital invested

Capital invested by funds: $41.2M → $37.1M (-$4.11M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.33M +$246K +9,697 +3%
Bank of America
2
Bank of America
North Carolina
$5.97M +$324K +12,759 +6%
First Trust Advisors
3
First Trust Advisors
Illinois
$3.28M -$5.97K -235 -0.2%
Cohen & Steers
4
Cohen & Steers
New York
$2.91M -$683K -26,880 -19%
UBS Group
5
UBS Group
Switzerland
$2.25M -$112K -4,399 -5%
PGWM
6
Parisi Gray Wealth Management
New Jersey
$2.25M
Ameriprise
7
Ameriprise
Minnesota
$1.54M +$17.4K +684 +1%
RJA
8
Raymond James & Associates
Florida
$1.11M -$104K -4,091 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$925K +$133K +5,244 +17%
HCM
10
Hollencrest Capital Management
California
$878K
Invesco
11
Invesco
Georgia
$832K -$283K -11,133 -25%
JIC
12
Joel Isaacson & Co
New York
$804K +$51.7K +2,037 +7%
Morgan Stanley
13
Morgan Stanley
New York
$780K -$13.9K -549 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$759K +$22.9K +902 +3%
AIP
15
Ahrens Investment Partners
Louisiana
$671K -$70.3K -2,766 -9%
SWP
16
Stratos Wealth Partners
Ohio
$517K +$283K +11,150 +117%
AAM
17
Advisors Asset Management
Colorado
$490K -$116K -4,578 -19%
EVM
18
Eaton Vance Management
Massachusetts
$490K +$249K +9,802 +100%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$443K +$41.3K +1,625 +10%
Wells Fargo
20
Wells Fargo
California
$419K -$47.8K -1,883 -10%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$411K -$23.3K -919 -5%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$363K +$47.2K +1,859 +15%
LPL Financial
23
LPL Financial
California
$351K
MA
24
Mutual Advisors
Nebraska
$273K -$138K -5,421 -33%
AG
25
Advisor Group
Arizona
$273K -$25.3K -998 -8%

ETO Hedge Fund Activity: Q1 2018 in Review

39 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2018, worth a combined $37.1M — down 10% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ETO and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Bank of America, adding an estimated $324K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $2.62M sold.

  • 39 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2018, down from 41 in Q4 2017.
  • Funds reported $37.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2018, down 10% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2018 and 4 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2018 was Bank of America, an estimated $324K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2018.