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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

40 hedge funds and large institutions have $40.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $37.7M → $40.3M (+$2.53M)

0.04% more ownership

Funds ownership: 10.63%10.67% (+0.04%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.85M -$112K -4,446 -2%
Bank of America
2
Bank of America
North Carolina
$6.28M +$6.76K +268 +0.1%
First Trust Advisors
3
First Trust Advisors
Illinois
$3.21M -$1.69K -67 -0.1%
Cohen & Steers
4
Cohen & Steers
New York
$2.93M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.42M -$26K -1,029 -1%
PGWM
6
Parisi Gray Wealth Management
New Jersey
$2.27M
UBS Group
7
UBS Group
Switzerland
$2M -$130K -5,168 -6%
Ameriprise
8
Ameriprise
Minnesota
$1.78M +$117K +4,620 +7%
RJA
9
Raymond James & Associates
Florida
$1.18M -$53.5K -2,121 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.06M -$15.2K -603 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$837K +$51.8K +2,051 +7%
Invesco
12
Invesco
Georgia
$793K +$791K +31,344 New
Morgan Stanley
13
Morgan Stanley
New York
$778K +$2.15K +85 +0.3%
JIC
14
Joel Isaacson & Co
New York
$765K +$1.01K +40 +0.1%
HCM
15
Hollencrest Capital Management
California
$716K -$100K -3,962 -12%
AIP
16
Ahrens Investment Partners
Louisiana
$677K +$15.1K +600 +2%
CWM
17
Cornerstone Wealth Management
Missouri
$650K +$8.35K +331 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$580K +$362K +14,358 +168%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$546K +$97.8K +3,874 +22%
Wells Fargo
20
Wells Fargo
California
$519K +$13.7K +543 +3%
SWP
21
Stratos Wealth Partners
Ohio
$495K -$31.8K -1,260 -6%
AAM
22
Advisors Asset Management
Colorado
$482K -$5.27K -209 -1%
PAG
23
Private Advisor Group
New Jersey
$368K +$367K +14,526 New
LPL Financial
24
LPL Financial
California
$355K
FWM
25
Frontier Wealth Management
Missouri
$319K +$69K +2,735 +28%

ETO Hedge Fund Activity: Q3 2018 in Review

40 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2018, worth a combined $40.3M — up 6.7% from $37.7M a quarter earlier.

Fund positioning in ETO was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $791K. The largest seller was Doliver Advisors, exiting entirely with an estimated $298K sold.

  • 40 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $40.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2018 was Invesco, an estimated $791K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2018 was Doliver Advisors, an estimated $298K sold.

Based on aggregated 13F filings for Q3 2018.