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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

119 hedge funds and large institutions have $390M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more capital invested

Capital invested by funds: $380M → $390M (+$9.72M)

0.07% more ownership

Funds ownership: 13.75%13.82% (+0.07%)

2% less funds holding

Funds holding: 121119 (-2)

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
44
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$1.22M +$15.3K +1,659 +1%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.21M +$147K +15,847 +14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.2M +$139K +15,040 +13%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.14M +$28.3K +3,060 +3%
FAAS
30
First Allied Advisory Services
California
$1.12M +$207K +22,322 +23%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$1.1M +$4.38K +473 +0.4%
WS
32
Wedbush Securities
California
$975K -$52.8K -5,712 -5%
FTI
33
Fiduciary Trust International
Massachusetts
$934K +$925K +99,937 New
IH
34
IFC Holdings
Florida
$816K
CAN
35
Cetera Advisor Networks
California
$807K +$33.8K +3,650 +4%
ACI
36
Alpha Cubed Investments
California
$785K +$178K +19,197 +30%
EVM
37
Eaton Vance Management
Massachusetts
$775K -$8.47K -915 -1%
Creative Planning
38
Creative Planning
Kansas
$733K -$3.21K -347 -0.4%
SI
39
SII Investments
Wisconsin
$679K -$14K -1,511 -2%
William Blair & Company
40
William Blair & Company
Illinois
$647K +$59.1K +6,391 +10%
AWM
41
AE Wealth Management
Kansas
$640K -$10.9K -1,176 -2%
PAG
42
Private Advisor Group
New Jersey
$603K +$62.4K +6,748 +12%
AG
43
Advisor Group
Arizona
$556K +$28.1K +3,042 +5%
IA
44
IFP Advisors
Florida
$508K -$125K -13,520 -20%
SPIA
45
Steward Partners Investment Advisory
New York
$480K +$63.6K +6,876 +15%
FFSOTS
46
Fiduciary Financial Services of The Southwest
Texas
$427K +$36.9K +3,984 +10%
HCM
47
Harvest Capital Management
New Hampshire
$376K -$10.2K -1,100 -3%
OC
48
Oppenheimer & Co
New York
$337K +$5.38K +581 +2%
MRCM
49
M&R Capital Management
New Jersey
$320K
SWP
50
Stratos Wealth Partners
Ohio
$288K -$85.3K -9,214 -23%

EXG Hedge Fund Activity: Q3 2017 in Review

119 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 Q3 2017, worth a combined $390M — up 2.6% from $380M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EXG positions and 16 closed out — a net gain of 1 holder — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $5.95M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $4.39M sold.

  • 119 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2017, down from 121 in Q2 2017.
  • Funds reported $390M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2017 and 16 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2017 was Formidable Asset Management, an estimated $5.95M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2017 was Bank of Nova Scotia, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2017.