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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

121 hedge funds and large institutions have $380M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $359M → $380M (+$20.6M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 120 → 121 (+1)

0.23% less ownership

Funds ownership: 13.98% → 13.75% (-0.23%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
53
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.09M
2
GC
Guggenheim Capital
Illinois
+$3.03M
3
BCI
Brinker Capital Investments
Pennsylvania
+$2.46M
4
FSA
Financial Sense Advisors
California
+$1.21M
5
Wells Fargo
Wells Fargo
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
-$6.53M
2
FAM
Formidable Asset Management
Ohio
-$5.74M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$3.41M
4
LPL Financial
LPL Financial
California
-$3.38M
5
Millennium Management
Millennium Management
New York
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$1.18M +$48K +5,362 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.09M +$239K +26,758 +29%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$1.07M +$146K +16,357 +16%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.04M -$6.74K -753 -0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.04M +$207K +23,144 +26%
WS
31
Wedbush Securities
California
$1.01M +$18.6K +2,080 +2%
FAAS
32
First Allied Advisory Services
California
$898K +$232K +25,900 +36%
IH
33
IFC Holdings
Florida
$801K +$4.7K +525 +0.6%
OFG
34
OTA Financial Group
New York
$791K – – –
EVM
35
Eaton Vance Management
Massachusetts
$768K +$1.31K +146 +0.2%
CAN
36
Cetera Advisor Networks
California
$756K +$100K +11,175 +16%
DA
37
Doliver Advisors
Texas
$732K +$421K +47,041 +143%
Creative Planning
38
Creative Planning
Kansas
$722K +$138K +15,424 +24%
SI
39
SII Investments
Wisconsin
$681K +$31.8K +3,551 +5%
AWM
40
AE Wealth Management
Kansas
$638K +$623K +69,577 New
IA
41
IFP Advisors
Florida
$622K +$44.2K +4,938 +8%
ACI
42
Alpha Cubed Investments
California
$594K +$361K +40,325 +165%
William Blair & Company
43
William Blair & Company
Illinois
$576K +$422K +47,194 +302%
PAG
44
Private Advisor Group
New Jersey
$525K +$44.9K +5,013 +10%
AG
45
Advisor Group
Arizona
$517K -$6.34K -709 -1%
SPIA
46
Steward Partners Investment Advisory
New York
$408K +$5.64K +630 +1%
FFSOTS
47
Fiduciary Financial Services of The Southwest
Texas
$382K +$75.3K +8,416 +25%
HCM
48
Harvest Capital Management
New Hampshire
$379K – – –
SWP
49
Stratos Wealth Partners
Ohio
$367K -$8.17K -913 -2%
OC
50
Oppenheimer & Co
New York
$326K +$108K +12,082 +52%
1
2
3 4 5

EXG Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2017, worth a combined $380M — up 5.7% from $359M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EXG positions and 17 closed out — a net gain of 1 holder — while 53 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.09M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $6.53M sold.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2017, up from 120 in Q1 2017.
  • Funds reported $380M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2017, up 5.7% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2017 and 17 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2017 was Morgan Stanley, an estimated $8.09M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2017 was Clough Capital Partners, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2017.