Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
43 hedge funds and large institutions have $31.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $29.8M → $31.2M (+$1.4M)
0.16% more ownership
Funds ownership: 7.75% → 7.9% (+0.16%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 44 → 43 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$948K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$626K |
| 3 |
LPL Financial
San Diego,
California
|
+$556K |
| 4 |
Millennium Management
New York
|
+$376K |
| 5 |
Morgan Stanley
New York
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$610K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$581K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$511K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$285K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$114K |
ETO Hedge Fund Activity: Q4 2019 in Review
43 of the 5,093 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2019, worth a combined $31.2M — up 4.7% from $29.8M a quarter earlier.
Fund positioning in ETO was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 9 trimmed.
The largest buyer was Frontier Wealth Management, adding an estimated $948K. The largest seller was Guggenheim Capital, cutting an estimated $610K.
- 43 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2019, down from 44 in Q3 2019.
- Funds reported $31.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2019, up 4.7% quarter-over-quarter.
- 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2019 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2019 was Frontier Wealth Management, an estimated $948K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2019 was Guggenheim Capital, an estimated $610K sold.
Based on aggregated 13F filings for Q4 2019.