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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

133 hedge funds and large institutions have $406M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

6% more funds holding

Funds holding: 126 → 133 (+7)

5% more capital invested

Capital invested by funds: $388M → $406M (+$18M)

0.09% more ownership

Funds ownership: 14.1% → 14.19% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
49
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
Stifel Financial
Stifel Financial
Missouri
+$2.55M
3
GC
Guggenheim Capital
Illinois
+$1.48M
4
Bank of America
Bank of America
North Carolina
+$1.17M
5
AAM
Advisors Asset Management
Colorado
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$4.91M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.69M
3
CCP
Clough Capital Partners
Massachusetts
-$1.93M
4
FSA
Financial Sense Advisors
California
-$1.66M
5
Ameriprise
Ameriprise
Minnesota
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.47M +$99.4K +10,711 +7%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.41M +$22K +2,368 +2%
RJT
28
Raymond James Trust
Florida
$1.33M – – –
WS
29
Wedbush Securities
California
$1.23M +$7.07K +762 +0.6%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$1.11M -$20.8K -2,244 -2%
ACI
31
Alpha Cubed Investments
California
$1.1M +$10K +1,081 +0.9%
FTI
32
Fiduciary Trust International
Massachusetts
$938K +$2.92K +314 +0.3%
CAN
33
Cetera Advisor Networks
California
$852K +$850K +91,540 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$776K -$360K -38,783 -32%
FHA
35
Flagship Harbor Advisors
Massachusetts
$762K +$127K +13,676 +20%
EVM
36
Eaton Vance Management
Massachusetts
$747K -$721K -77,679 -49%
William Blair & Company
37
William Blair & Company
Illinois
$735K -$3.06K -330 -0.4%
FFSOTS
38
Fiduciary Financial Services of The Southwest
Texas
$731K +$136K +14,650 +23%
Creative Planning
39
Creative Planning
Kansas
$677K +$106K +11,420 +19%
AG
40
Advisor Group
Arizona
$497K -$6.01K -648 -1%
PAG
41
Private Advisor Group
New Jersey
$492K +$7.76K +836 +2%
SPIA
42
Steward Partners Investment Advisory
New York
$490K +$2.27K +244 +0.5%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$462K +$461K +49,630 New
OC
44
Oppenheimer & Co
New York
$461K +$29.6K +3,185 +7%
CF
45
Centaurus Financial
California
$459K +$179K +19,304 +64%
BRWA
46
B. Riley Wealth Advisors
Florida
$411K +$10.2K +1,100 +3%
IA
47
IFP Advisors
Florida
$351K +$12.2K +1,319 +4%
HCM
48
Harvest Capital Management
New Hampshire
$345K – – –
SI
49
Stephens Inc
Arkansas
$322K +$322K +34,662 New
GFPC
50
Global Financial Private Capital
Florida
$321K +$13.3K +1,430 +4%
1
2
3 4 5

EXG Hedge Fund Activity: Q2 2018 in Review

133 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2018, worth a combined $406M — up 4.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EXG positions and 13 closed out — a net gain of 8 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.26M. The largest seller was Cohen & Steers, cutting an estimated $4.91M.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2018, up from 126 in Q1 2018.
  • Funds reported $406M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2018 and 13 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2018 was Morgan Stanley, an estimated $4.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2018 was Cohen & Steers, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2018.