Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
50 hedge funds and large institutions have $50M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
1% more capital invested
Capital invested by funds: $49.5M → $50M (+$555K)
0.18% less ownership
Funds ownership: 10.77% → 10.59% (-0.18%)
6% less funds holding
Funds holding: 53 → 50 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.11M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$776K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$404K |
| 4 |
Morgan Stanley
New York
|
+$340K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$2.51M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.61M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.13M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$262K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$220K |
ETO Hedge Fund Activity: Q3 2021 in Review
50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2021, worth a combined $50M — up 1.1% from $49.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ETO and 5 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 23 added.
The largest buyer was Advisors Asset Management, adding an estimated $2.11M. The largest seller was Cohen & Steers, cutting an estimated $2.51M.
- 50 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2021, down from 53 in Q2 2021.
- Funds reported $50M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2021, up 1.1% quarter-over-quarter.
- 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2021 and 8 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $2.11M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2021 was Cohen & Steers, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2021.