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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

157 hedge funds and large institutions have $379M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

18% more capital invested

Capital invested by funds: $321M → $379M (+$57.9M)

1.16% more ownership

Funds ownership: 14.27% → 15.43% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 159 → 157 (-2)

Holders
157
Holders Change
-2
Holders Change %
-1.26%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
53
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
+$6.28M
2
Morgan Stanley
Morgan Stanley
New York
+$5.6M
3
Bank of America
Bank of America
North Carolina
+$4.45M
4
Invesco
Invesco
Georgia
+$3.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$2.11M
2
AGM
Alpine Global Management
New York
-$1.23M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.18M
4
FI
FormulaFolio Investments
Michigan
-$846K
5
OFG
OTA Financial Group
New York
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$470K +$68K +8,603 +17%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$421K +$32.9K +4,167 +9%
Creative Planning
53
Creative Planning
Kansas
$413K -$19.1K -2,419 -5%
SB
54
Suntrust Banks
Georgia
$359K -$11.1K -1,406 -3%
WEC
55
Winslow Evans & Crocker
Massachusetts
$356K -$7.91K -1,000 -2%
OIA
56
Optimum Investment Advisors
Illinois
$330K +$561 +71 +0.2%
LCM
57
Landscape Capital Management
New Jersey
$293K +$285K +36,010 New
BTS
58
BB&T Securities
Virginia
$285K +$15.8K +2,000 +6%
TSS
59
Two Sigma Securities
New York
$270K -$65K -8,221 -20%
SWP
60
Stratos Wealth Partners
Ohio
$266K +$16.6K +2,094 +7%
Walleye Trading
61
Walleye Trading
New York
$257K +$250K +31,600 New
Millennium Management
62
Millennium Management
New York
$256K +$248K +31,400 New
HCM
63
Harvest Capital Management
New Hampshire
$250K -$33.2K -4,200 -12%
CAN
64
Cetera Advisor Networks
California
$247K +$126K +15,987 +112%
SI
65
Stephens Inc
Arkansas
$245K -$15.3K -1,937 -6%
BMO
66
Beck Mack & Oliver
New York
$238K – – –
DADC
67
D.A. Davidson & Co
Montana
$238K +$231K +29,246 New
FAM
68
Formidable Asset Management
Ohio
$230K +$89.3K +11,300 New
MWM
69
Mission Wealth Management
California
$224K – – –
WT
70
Whittier Trust
California
$204K – – –
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$196K +$190K +24,000 New
9WM
72
9258 Wealth Management
Ohio
$193K +$111 +14 +0.1%
SWM
73
SeaCrest Wealth Management
New York
$192K – – –
BHTS
74
Bar Harbor Trust Services
Maine
$181K -$32K -4,050 -15%
SAS
75
Stelac Advisory Services
New York
$176K – – –
1 2
3
4 5

EXG Hedge Fund Activity: Q1 2019 in Review

157 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2019, worth a combined $379M — up 18% from $321M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EXG and 26 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 53 added.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $6.28M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.11M sold.

  • 157 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2019, down from 159 in Q4 2018.
  • Funds reported $379M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2019 and 27 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2019 was Doliver Advisors, an estimated $6.28M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2019 was Weiss Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2019.