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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
VWA
76
V Wealth Advisors
Kansas
$152K +$147K +15,720 New
BTS
77
BB&T Securities
Virginia
$145K
PGWM
78
Parisi Gray Wealth Management
New Jersey
$144K +$142K +15,201 New
MML Investors Services
79
MML Investors Services
Massachusetts
$133K +$16.3K +1,740 +14%
MA
80
Mutual Advisors
Nebraska
$130K +$130K +13,864 New
WEC
81
Winslow Evans & Crocker
Massachusetts
$127K
UC
82
Unio Capital
New Jersey
$123K +$123K +13,146 New
CA
83
Cetera Advisors
Colorado
$121K -$7.25K -776 -6%
HH
84
Hilltop Holdings
Texas
$120K -$80.8K -8,650 -40%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$117K +$116K +12,462 New
BAS
86
Brown Advisory Securities
Maryland
$116K
DWM
87
Darwin Wealth Management
Florida
$115K -$5.37K -575 -4%
WF
88
Welch & Forbes
Massachusetts
$115K +$6.79K +727 +6%
VHAM
89
Van Hulzen Asset Management
California
$113K
JCM
90
Jacobi Capital Management
Pennsylvania
$113K +$33.9K +3,628 +45%
DA
91
Doliver Advisors
Texas
$109K -$17.9K -1,915 -14%
BW
92
Bison Wealth
Georgia
$107K +$2.55K +273 +2%
VCWA
93
Vanguard Capital Wealth Advisors
Colorado
$106K +$100K +10,700 New
WJA
94
Williams Jones & Associates
New York
$105K -$32.7K -3,500 -24%
EA
95
Evanston Advisors
Illinois
$103K
IWM
96
IHT Wealth Management
Illinois
$103K
HF
97
HRT Financial
New York
$101K -$38.3K -4,100 -28%
GWM
98
Geneos Wealth Management
Colorado
$101K
Truist Financial
99
Truist Financial
North Carolina
$101K +$101K +10,821 New
AWM
100
AE Wealth Management
Kansas
$100K -$539K -57,704 -84%

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.