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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 11 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 159157 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$171K +$7.91K +1,000 +5%
MML Investors Services
77
MML Investors Services
Massachusetts
$167K -$9.84K -1,245 -6%
FIA
78
Foundations Investment Advisors
Arizona
$165K
Truist Financial
79
Truist Financial
North Carolina
$164K +$5.13K +649 +3%
IWM
80
IHT Wealth Management
Illinois
$156K +$68K +8,604 +82%
PA
81
PFG Advisors
Arizona
$153K -$6.33K -800 -4%
MWA
82
Meridian Wealth Advisors
Texas
$142K
NGA
83
Naples Global Advisors
Florida
$136K -$1.82K -230 -1%
HH
84
Hilltop Holdings
Texas
$134K -$19.8K -2,500 -13%
FFG
85
Ford Financial Group
California
$133K +$1.34K +169 +1%
MA
86
Mutual Advisors
Nebraska
$132K -$18.4K -2,326 -13%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$131K +$2.37K +300 +2%
MSAM
88
Moloney Securities Asset Management
Missouri
$130K
QCIG
89
Quad-Cities Investment Group
Iowa
$130K +$26.2K +3,311 +26%
Walleye Capital
90
Walleye Capital
New York
$129K +$126K +15,900 New
VWA
91
V Wealth Advisors
Kansas
$124K +$625 +79 +0.5%
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$124K +$120K +15,189 New
PGWM
93
Parisi Gray Wealth Management
New Jersey
$123K
WWM
94
Western Wealth Management
Colorado
$116K -$4.74K -600 -4%
VHAM
95
Van Hulzen Asset Management
California
$115K +$112K +14,155 New
CA
96
Calton & Associates
Florida
$114K -$16K -2,019 -13%
SPC
97
Sigma Planning Corp
Michigan
$108K +$10.5K +1,322 +11%
CF
98
Copperwynd Financial
Arizona
$108K +$104K +13,211 New
CA
99
Cetera Advisors
Colorado
$107K -$15.3K -1,936 -13%
JCM
100
Jacobi Capital Management
Pennsylvania
$107K +$2.16K +273 +2%

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.