We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

51 hedge funds and large institutions have $45.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $42.8M → $45.2M (+$2.37M)

0.15% more ownership

Funds ownership: 10.81%10.96% (+0.15%)

4% less funds holding

Funds holding: 5351 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.44M +$1.88M +73,338 +77%
GC
2
Guggenheim Capital
Illinois
$3.71M -$433K -16,868 -11%
Bank of America
3
Bank of America
North Carolina
$3.51M -$510K -19,837 -13%
First Trust Advisors
4
First Trust Advisors
Illinois
$3.46M +$37.5K +1,461 +1%
LPL Financial
5
LPL Financial
California
$2.71M +$244K +9,509 +10%
UBS Group
6
UBS Group
Switzerland
$2.69M +$279K +10,853 +12%
FAM
7
Formidable Asset Management
Ohio
$2.56M
Morgan Stanley
8
Morgan Stanley
New York
$2.01M -$364K -14,155 -16%
Cohen & Steers
9
Cohen & Steers
New York
$2.01M +$1.96M +76,421 New
1CP
10
1607 Capital Partners
Virginia
$1.77M +$347K +13,500 +25%
Wells Fargo
11
Wells Fargo
California
$1.68M +$2.62K +102 +0.2%
Invesco
12
Invesco
Georgia
$1.6M +$154K +6,001 +11%
RJA
13
Raymond James & Associates
Florida
$1.24M -$25.7K -1,000 -2%
Ameriprise
14
Ameriprise
Minnesota
$1.09M +$3.47K +135 +0.3%
PGWM
15
Parisi Gray Wealth Management
New Jersey
$1.08M -$331K -12,879 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.05M -$98.5K -3,834 -9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$781K +$82K +3,190 +12%
WAM
18
Wolverine Asset Management
Illinois
$779K +$143K +5,549 +23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$744K +$75.4K +2,936 +12%
HCM
20
Hollencrest Capital Management
California
$694K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$659K +$75.2K +2,926 +13%
SWP
22
Stratos Wealth Partners
Ohio
$579K +$46.3K +1,800 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$531K -$90.8K -3,534 -15%
COLIM
24
City of London Investment Management
United Kingdom
$488K -$1.07M -41,589 -69%
JIC
25
Joel Isaacson & Co
New York
$350K +$1K +39 +0.3%

ETO Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2021, worth a combined $45.2M — up 5.5% from $42.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETO and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.96M. The largest seller was City of London Investment Management, cutting an estimated $1.07M.

  • 51 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2021, down from 53 in Q4 2020.
  • Funds reported $45.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2021 and 8 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2021 was Cohen & Steers, an estimated $1.96M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2021 was City of London Investment Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2021.