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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

144 hedge funds and large institutions have $421M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

8% more funds holding

Funds holding: 133144 (+11)

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.8M)

0.17% more ownership

Funds ownership: 14.19%14.36% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
47
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.39M -$52.5K -5,488 -4%
RJT
27
Raymond James Trust
Florida
$1.38M +$13.8K +1,447 +1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.29M -$633K -66,134 -33%
WS
29
Wedbush Securities
California
$1.18M -$74.5K -7,790 -6%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$1.14M +$9.03K +944 +0.8%
ACI
31
Alpha Cubed Investments
California
$1.05M -$12K -1,258 -1%
FFSOTS
32
Fiduciary Financial Services of The Southwest
Texas
$1.03M +$288K +30,140 +38%
PAG
33
Private Advisor Group
New Jersey
$984K +$489K +51,159 +98%
FTI
34
Fiduciary Trust International
Massachusetts
$961K +$3.05K +319 +0.3%
FHA
35
Flagship Harbor Advisors
Massachusetts
$857K +$75.6K +7,908 +10%
FI
36
FormulaFolio Investments
Michigan
$846K +$851K +89,010 New
EVM
37
Eaton Vance Management
Massachusetts
$772K +$9.45K +988 +1%
William Blair & Company
38
William Blair & Company
Illinois
$750K -$928 -97 -0.1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$701K -$92.4K -9,660 -12%
Creative Planning
40
Creative Planning
Kansas
$687K -$4.33K -453 -0.6%
AG
41
Advisor Group
Arizona
$556K +$49.1K +5,132 +10%
GFPC
42
Global Financial Private Capital
Florida
$518K +$192K +20,030 +58%
SPIA
43
Steward Partners Investment Advisory
New York
$500K -$392 -41 -0.1%
OC
44
Oppenheimer & Co
New York
$464K -$8.27K -865 -2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$463K -$8.37K -875 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$418K -$1.95K -204 -0.5%
Millennium Management
47
Millennium Management
New York
$411K +$414K +43,233 New
HCM
48
Harvest Capital Management
New Hampshire
$353K
SI
49
Stephens Inc
Arkansas
$330K +$593 +62 +0.2%
MRCM
50
M&R Capital Management
New Jersey
$326K

EXG Hedge Fund Activity: Q3 2018 in Review

144 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2018, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EXG positions and 13 closed out — a net gain of 11 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.02M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $8.63M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $421M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2018, up 3.9% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.02M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2018.