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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 133 → 144 (+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: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.02M
2
LPL Financial
LPL Financial
California
+$1.72M
3
NMC
Nine Masts Capital
Hong Kong
+$1.46M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.25M
5
GC
Guggenheim Capital
Illinois
+$864K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$8.63M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Cohen & Steers
Cohen & Steers
New York
-$1.02M
5
CAN
Cetera Advisor Networks
California
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Ancora Advisors
Ohio
$125K +$507 +53 +0.4%
JCM
77
Jacobi Capital Management
Pennsylvania
$119K +$2.54K +266 +2%
M&T Bank
78
M&T Bank
New York
$118K -$120K -12,496 -50%
BAS
79
Brown Advisory Securities
Maryland
$117K – – –
DWM
80
Darwin Wealth Management
Florida
$117K – – –
WF
81
Welch & Forbes
Massachusetts
$116K – – –
QCIG
82
Quad-Cities Investment Group
Iowa
$116K +$2.46K +257 +2%
BW
83
Bison Wealth
Georgia
$116K +$2.77K +290 +2%
BRWM
84
B. Riley Wealth Management
Tennessee
$116K +$117K +12,209 New
VHAM
85
Van Hulzen Asset Management
California
$115K – – –
OAM
86
Occidental Asset Management
California
$112K – – –
FSA
87
Financial Sense Advisors
California
$109K +$5.75K +601 +6%
CAS
88
Cue Advisory Services
Arizona
$108K – – –
KA
89
Kovack Advisors
Florida
$108K +$2.87K +300 +3%
APA
90
American Portfolios Advisors
New York
$107K +$31K +3,239 +41%
EA
91
Evanston Advisors
Illinois
$104K – – –
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$101K +$102K +10,641 New
DA
93
Doliver Advisors
Texas
$99K -$297 -31 -0.3%
IWM
94
IHT Wealth Management
Illinois
$98K – – –
CIA
95
Capital Investment Advisors
Georgia
$96K +$97.1K +10,155 New
BWP
96
Baldwin Wealth Partners
Massachusetts
$95K – – –
Bank of New York Mellon
97
Bank of New York Mellon
New York
$95K – – –
Comerica Bank
98
Comerica Bank
Texas
$92K +$101K +10,550 New
HCM
99
Hollencrest Capital Management
California
$86K – – –
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$85K +$16.5K +1,720 +24%
2 3
4
5 6

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.