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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

132 hedge funds and large institutions have $365M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

11% more funds holding

Funds holding: 119132 (+13)

0.9% more ownership

Funds ownership: 14.17%15.07% (+0.9%)

2% less capital invested

Capital invested by funds: $371M → $365M (-$6.38M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
43
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
126
People's United Financial
Connecticut
$5K
RFM
127
Royal Fund Management
Florida
$5K +$5.23K +633 New
MA
128
MUFG Americas
New York
$4K -$52.9K -6,406 -93%
CFA
129
Carroll Financial Associates
North Carolina
$3K
BAM
130
Bruderman Asset Management
New York
$2K
FPF
131
FNY Partners Fund
New York
$152 +$157K +19,000 New
PCM
132
Pointe Capital Management
Michigan
-$3.65M -420,925 Closed
SPC
133
Sigma Planning Corp
Michigan
-$346K -39,908 Closed
HCM
134
Hollencrest Capital Management
California
-$316K -36,351 Closed
IC
135
InterOcean Capital
Illinois
-$293K -33,700 Closed
NGA
136
Naples Global Advisors
Florida
-$199K -22,892 Closed
VST
137
Van Strum & Towne
California
-$174K -20,000 Closed
Northern Trust
138
Northern Trust
Illinois
-$130K -14,962 Closed
Jane Street
139
Jane Street
New York
-$129K -14,900 Closed
VKH
140
Virtu KCG Holdings
New York
-$94K -10,793 Closed
RIM
141
Regent Investment Management
Kentucky
-$91K -10,500 Closed
IWMPD
142
Integrated Wealth Management (Palm Desert)
California
-$47K -5,470 Closed
EWM
143
Evercore Wealth Management
New York
-$43K -5,000 Closed
TRCT
144
Tower Research Capital (TRC)
New York
-$17K -1,972 Closed
KA
145
Klingman & Associates
New York
-$9K -983 Closed
BIM
146
BlackRock Investment Management
Delaware
+$207 +25 New

EXG Hedge Fund Activity: Q4 2016 in Review

132 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2016, worth a combined $365M — down 1.7% from $371M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EXG positions and 15 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $4.49M. The largest seller was Morgan Stanley, cutting an estimated $5.39M.

  • 132 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2016, up from 119 in Q3 2016.
  • Funds reported $365M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2016, down 1.7% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2016 and 15 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2016 was Bank of Nova Scotia, an estimated $4.49M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2016 was Morgan Stanley, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2016.