We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 126133 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$8K +$8.14K +877 New
BWA
127
BDO Wealth Advisors
Florida
$8K +$8.35K +900 New
CAL
128
Capital Analysts LLC
Pennsylvania
$7K -$36.2K -3,900 -84%
First Manhattan
129
First Manhattan
New York
$6K
LFA
130
Legacy Financial Advisors
Kentucky
$5K
AF
131
Advisornet Financial
Minnesota
$5K +$5.21K +561 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$4K +$4.18K +450 New
MWM
133
Mascoma Wealth Management
New Hampshire
$3K
Bank of Nova Scotia
134
Bank of Nova Scotia
Ontario, Canada
-$2.69M -295,009 Closed
CCP
135
Clough Capital Partners
Massachusetts
-$1.93M -211,500 Closed
FAAS
136
First Allied Advisory Services
California
-$229K -24,949 Closed
GP
137
Girard Partners
Pennsylvania
-$164K -17,958 Closed
AWM
138
AE Wealth Management
Kansas
-$98K -10,697 Closed
IIC
139
Integrated Investment Consultants
Michigan
-$46K -5,081 Closed
KF
140
Krilogy Financial
Missouri
-$39K -4,225 Closed
FCAG
141
First Capital Advisors Group
New Jersey
-$25K -2,791 Closed
APP
142
Avantax Planning Partners
Iowa
-$11K -1,200 Closed
DBT
143
Dubuque Bank & Trust
Iowa
-$11K -1,200 Closed
WAS
144
WESPAC Advisors SoCal
California
-$8K -900 Closed
AWM
145
Aevitas Wealth Management
Massachusetts
-$3K -292 Closed
ASN
146
Advisory Services Network
Georgia
-$1K -150 Closed
RCG
147
Ruggie Capital Group
Florida
+$37 +4 New

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.