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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

133 hedge funds and large institutions have $406M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

6% more funds holding

Funds holding: 126 → 133 (+7)

5% more capital invested

Capital invested by funds: $388M → $406M (+$18M)

0.09% more ownership

Funds ownership: 14.1% → 14.19% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
49
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
Stifel Financial
Stifel Financial
Missouri
+$2.55M
3
GC
Guggenheim Capital
Illinois
+$1.48M
4
Bank of America
Bank of America
North Carolina
+$1.17M
5
AAM
Advisors Asset Management
Colorado
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$4.91M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.69M
3
CCP
Clough Capital Partners
Massachusetts
-$1.93M
4
FSA
Financial Sense Advisors
California
-$1.66M
5
Ameriprise
Ameriprise
Minnesota
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$59K -$18.4K -1,983 -24%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$55K -$39.4K -4,242 -42%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$47K – – –
CCMW
104
Cypress Capital Management (Wyoming)
Wyoming
$47K – – –
SMFS
105
Squar Milner Financial Services
California
$42K +$41.8K +4,500 New
AWMS
106
Advocacy Wealth Management Services
Georgia
$37K – – –
MFW
107
Mosaic Family Wealth
Missouri
$36K – – –
IGGA
108
Iron Gate Global Advisors
Utah
$32K +$32K +3,450 New
TC
109
Trilogy Capital
California
$28K +$28K +3,016 New
FMP
110
Financial Management Professionals
Texas
$26K – – –
CPA
111
Cowen Prime Advisors
New York
$25K – – –
S
112
SignatureFD
Georgia
$25K +$4.46K +480 +22%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K – – –
BCM
114
Brasada Capital Management
Texas
$19K +$18.6K +2,000 New
MSA
115
Marino Stram & Associates
Massachusetts
$18K – – –
CFA
116
Carroll Financial Associates
North Carolina
$17K – – –
BC
117
Barnett & Company
Tennessee
$16K – – –
FIB
118
First Interstate Bank
Montana
$16K – – –
B
119
Bridgeworth
Alabama
$16K +$13.6K +1,467 New
BA
120
Ballew Advisors
Mississippi
$10K – – –
BlackRock
121
BlackRock
New York
$9K – – –
PFA
122
Pathway Financial Advisors
Vermont
$9K – – –
SIS
123
Sound Income Strategies
Florida
$9K – – –
RFM
124
Royal Fund Management
Florida
$9K +$1.06K +114 +13%
FHA
125
First Horizon Advisors
Tennessee
$8K – – –
2 3 4
5
6

EXG Hedge Fund Activity: Q2 2018 in Review

133 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2018, worth a combined $406M — up 4.7% from $388M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EXG positions and 13 closed out — a net gain of 8 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.26M. The largest seller was Cohen & Steers, cutting an estimated $4.91M.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2018, up from 126 in Q1 2018.
  • Funds reported $406M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2018 and 13 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2018 was Morgan Stanley, an estimated $4.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2018 was Cohen & Steers, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2018.