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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
Brown Advisory
101
Brown Advisory
Maryland
$106K +$103K +13,078 New
BW
102
Bison Wealth
Georgia
$105K +$2.58K +326 +3%
BRWM
103
B. Riley Wealth Management
Tennessee
$103K +$3.95K +500 +4%
FFN
104
Focus Financial Network
Minnesota
$101K +$98.3K +12,432 New
WCM
105
WealthBridge Capital Management
Ohio
$95K – – –
WF
106
Welch & Forbes
Massachusetts
$93K -$5.75K -727 -6%
FAAS
107
First Allied Advisory Services
California
$92K +$90.2K +11,406 New
KA
108
Kovack Advisors
Florida
$91K -$11.2K -1,417 -11%
BAS
109
Brown Advisory Securities
Maryland
$91K -$9.49K -1,200 -10%
BBWA
110
Bell & Brown Wealth Advisors
California
$91K +$88K +11,128 New
FSA
111
Financial Sense Advisors
California
$89K – – –
Comerica Bank
112
Comerica Bank
Texas
$87K -$5.4K -683 -6%
HCM
113
Hollencrest Capital Management
California
$86K – – –
NA
114
NewEdge Advisors
Louisiana
$86K – – –
BWP
115
Baldwin Wealth Partners
Massachusetts
$81K – – –
Bank of New York Mellon
116
Bank of New York Mellon
New York
$81K – – –
MGIA
117
Moneta Group Investment Advisors
Missouri
$70K +$68K +8,600 New
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$69K +$67.2K +8,500 New
APA
119
American Portfolios Advisors
New York
$65.1K +$5.32K +673 +9%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$63K -$9.49K -1,200 -13%
TCOV
121
Trust Company of Vermont
Vermont
$62K – – –
MRCM
122
M&R Capital Management
New Jersey
$58K -$216K -27,319 -80%
CF
123
Centaurus Financial
California
$52.6K +$1.3K +164 +62%
CIAS
124
Capital Investment Advisory Services
North Carolina
$47K – – –
CCMW
125
Cypress Capital Management (Wyoming)
Wyoming
$41K – – –
3 4
5
6 7

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.