Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
36 hedge funds and large institutions have $27.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 5 closing their positions.
1.04% less ownership
Funds ownership: 10.78% → 9.74% (-1%)
8% less funds holding
Funds holding: 39 → 36 (-3)
32% less capital invested
Capital invested by funds: $40.5M → $27.5M (-$13M)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.96M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.63M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$279K |
| 4 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
+$154K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.39M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$805K |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$734K |
| 4 |
Cohen & Steers
New York
|
-$586K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$396K |
ETO Hedge Fund Activity: Q4 2018 in Review
36 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2018, worth a combined $27.5M — down 32% from $40.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ETO and 2 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 9 added.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.96M. The largest seller was Bank of America, cutting an estimated $3.39M.
- 36 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2018, down from 39 in Q3 2018.
- Funds reported $27.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2018, down 32% quarter-over-quarter.
- 2 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2018 and 5 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $2.96M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2018 was Bank of America, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2018.