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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
BHTS
51
Bar Harbor Trust Services
Maine
$280K
WT
52
Whittier Trust
California
$268K +$833 +90 +0.3%
BMO
53
Beck Mack & Oliver
New York
$262K
MWM
54
Mission Wealth Management
California
$254K
AA
55
Ancora Advisors
Ohio
$209K -$112K -12,111 -35%
HH
56
Hilltop Holdings
Texas
$200K +$80K +8,650 +68%
MSAM
57
Moloney Securities Asset Management
Missouri
$195K +$18.5K +2,000 +11%
NGA
58
Naples Global Advisors
Florida
$193K
GFPC
59
Global Financial Private Capital
Florida
$191K +$189K +20,419 New
GP
60
Girard Partners
Pennsylvania
$180K -$74.7K -8,075 -30%
CFB
61
Cullen/Frost Bankers
Texas
$174K +$172K +18,563 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$153K +$14.9K +1,612 +11%
BRWA
63
B. Riley Wealth Advisors
Florida
$149K +$41.6K +4,495 +39%
BTS
64
BB&T Securities
Virginia
$145K -$92.5K -9,999 -39%
HF
65
HRT Financial
New York
$139K +$138K +14,900 New
WJA
66
Williams Jones & Associates
New York
$138K
Bank of New York Mellon
67
Bank of New York Mellon
New York
$128K -$25.5K -2,759 -17%
CA
68
Cetera Advisors
Colorado
$127K +$4K +432 +3%
WEC
69
Winslow Evans & Crocker
Massachusetts
$126K +$125K +13,500 New
DA
70
Doliver Advisors
Texas
$126K -$614K -66,368 -83%
Goldman Sachs
71
Goldman Sachs
New York
$125K -$198K -21,417 -62%
KA
72
Kovack Advisors
Florida
$125K -$22.7K -2,458 -16%
DWM
73
Darwin Wealth Management
Florida
$120K
MML Investors Services
74
MML Investors Services
Massachusetts
$117K +$7.09K +766 +7%
UCFA
75
United Capital Financial Advisors
Texas
$117K +$115K +12,464 New

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.