We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

146 hedge funds and large institutions have $396M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 119146 (+27)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

2% more capital invested

Capital invested by funds: $390M → $396M (+$6M)

0.17% more ownership

Funds ownership: 13.82%13.99% (+0.17%)

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.7K +2,000 New
FIB
127
First Interstate Bank
Montana
$17K
CFA
128
Carroll Financial Associates
North Carolina
$17K +$10.7K +1,142 +153%
EWM
129
Edge Wealth Management
New York
$15K +$15.5K +1,661 New
LYV
130
Live Your Vision
Pennsylvania
$12K +$383 +41 +3%
FHA
131
First Horizon Advisors
Tennessee
$12K +$11.7K +1,252 New
DBT
132
Dubuque Bank & Trust
Iowa
$11K
TFS
133
TrustCore Financial Services
Tennessee
$10K
CA
134
Calton & Associates
Florida
$10K +$7.62K +815 New
BlackRock
135
BlackRock
New York
$9K
BTIS
136
BB&T Investment Services
North Carolina
$9K +$9.35K +1,000 New
PFA
137
Pathway Financial Advisors
Vermont
$9K +$9.35K +1,000 New
SIS
138
Sound Income Strategies
Florida
$8K +$8.72K +933 New
First Manhattan
139
First Manhattan
New York
$7K
LFA
140
Legacy Financial Advisors
Kentucky
$5K +$5.28K +565 New
CHC
141
City Holding Co
West Virginia
$4K
AWM
142
Aevitas Wealth Management
Massachusetts
$3K +$2.66K +285 New
MWM
143
Mascoma Wealth Management
New Hampshire
$3K +$2.8K +300 New
ASN
144
Advisory Services Network
Georgia
$1K
SFSIG
145
San Francisco Sentry Investment Group
California
$1K
TRCT
146
Tower Research Capital (TRC)
New York
$1K +$935 +100 New
CFB
147
Cullen/Frost Bankers
Texas
-$174K -18,563 Closed
UCFA
148
United Capital Financial Advisors
Texas
-$117K -12,464 Closed
AGM
149
Alpine Global Management
New York
-$115K -12,288 Closed
TSS
150
Two Sigma Securities
New York
-$110K -11,739 Closed

EXG Hedge Fund Activity: Q4 2017 in Review

146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2017, worth a combined $396M — up 1.5% from $390M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXG positions and 11 closed out — a net gain of 28 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Starfire Investment Advisers, opening a new position worth an estimated $3.01M. The largest seller was Invesco, cutting an estimated $6.09M.

  • 146 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $396M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2017, up 1.5% quarter-over-quarter.
  • 39 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2017 and 11 closed out, a net change of +28 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2017 was Starfire Investment Advisers, an estimated $3.01M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2017 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2017.