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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

146 hedge funds and large institutions have $396M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 119146 (+27)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

2% more capital invested

Capital invested by funds: $390M → $396M (+$6M)

0.17% more ownership

Funds ownership: 13.82%13.99% (+0.17%)

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.59M +$47.4K +5,072 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.4M -$41.2K -4,413 -3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.37M +$43.4K +4,649 +3%
RJT
29
Raymond James Trust
Florida
$1.19M -$29.3K -3,138 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.17M +$24.4K +2,607 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.15M -$67.8K -7,255 -6%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$1.1M +$1.7K +182 +0.2%
WS
33
Wedbush Securities
California
$1.09M +$112K +11,997 +12%
ACI
34
Alpha Cubed Investments
California
$1.07M +$283K +30,305 +36%
FTI
35
Fiduciary Trust International
Massachusetts
$940K +$2.72K +291 +0.3%
CAN
36
Cetera Advisor Networks
California
$832K +$24.3K +2,600 +3%
IH
37
IFC Holdings
Florida
$819K
EVM
38
Eaton Vance Management
Massachusetts
$772K -$4.74K -507 -0.6%
Creative Planning
39
Creative Planning
Kansas
$729K -$6.92K -740 -0.9%
William Blair & Company
40
William Blair & Company
Illinois
$688K +$38.8K +4,156 +6%
SI
41
SII Investments
Wisconsin
$681K -$935 -100 -0.1%
NMC
42
Nine Masts Capital
Hong Kong
$654K +$651K +69,700 New
PAG
43
Private Advisor Group
New Jersey
$604K -$11.7K -1,252 -2%
Goldman Sachs
44
Goldman Sachs
New York
$591K +$464K +49,636 +372%
SPIA
45
Steward Partners Investment Advisory
New York
$572K +$89.7K +9,603 +19%
AG
46
Advisor Group
Arizona
$551K -$8.15K -872 -1%
AWA
47
Arete Wealth Advisors
Illinois
$537K +$535K +57,236 New
FFSOTS
48
Fiduciary Financial Services of The Southwest
Texas
$524K +$95.3K +10,203 +22%
OC
49
Oppenheimer & Co
New York
$450K +$111K +11,929 +33%
FHA
50
Flagship Harbor Advisors
Massachusetts
$448K +$434K +46,474 New

EXG Hedge Fund Activity: Q4 2017 in Review

146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2017, worth a combined $396M — up 1.5% from $390M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXG positions and 11 closed out — a net gain of 28 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Starfire Investment Advisers, opening a new position worth an estimated $3.01M. The largest seller was Invesco, cutting an estimated $6.09M.

  • 146 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $396M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2017, up 1.5% quarter-over-quarter.
  • 39 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2017 and 11 closed out, a net change of +28 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2017 was Starfire Investment Advisers, an estimated $3.01M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2017 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2017.