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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

144 hedge funds and large institutions have $421M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

8% more funds holding

Funds holding: 133144 (+11)

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.8M)

0.17% more ownership

Funds ownership: 14.19%14.36% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
47
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Synovus Financial
Georgia
$15K +$15.1K +1,575 New
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$14K +$13.7K +1,430 New
VNA
128
Valley National Advisers
Pennsylvania
$14K +$14.3K +1,500 New
CFA
129
Camarda Financial Advisors
Florida
$12K +$12.4K +1,294 New
APP
130
Avantax Planning Partners
Iowa
$11K +$11.5K +1,200 New
BA
131
Ballew Advisors
Mississippi
$9K
BWA
132
BDO Wealth Advisors
Florida
$9K
SIS
133
Sound Income Strategies
Florida
$9K
FHA
134
First Horizon Advisors
Tennessee
$8K
OIA
135
OneDigital Investment Advisors
Kansas
$8K
First Manhattan
136
First Manhattan
New York
$7K
LFA
137
Legacy Financial Advisors
Kentucky
$5K
LF
138
Lee Financial
Texas
$5K +$4.58K +479 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$4K
CAG
140
Csenge Advisory Group
Florida
$4K +$4.78K +500 New
MWM
141
Mascoma Wealth Management
New Hampshire
$3K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.35K +350 New
CF
143
Centaurus Financial
California
$302 -$472K -49,369 -100%
CWM
144
Cornerstone Wealth Management
Missouri
-$8.63M -80,993 Closed
SAS
145
Stelac Advisory Services
New York
-$214K -22,976 Closed
RA
146
RFG Advisory
Alabama
-$156K -16,795 Closed
WJA
147
Williams Jones & Associates
New York
-$105K -11,243 Closed
SEI Investments
148
SEI Investments
Pennsylvania
-$84K -8,978 Closed
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
-$60K -6,431 Closed
SMFS
150
Squar Milner Financial Services
California
-$42K -4,500 Closed

EXG Hedge Fund Activity: Q3 2018 in Review

144 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2018, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EXG positions and 13 closed out — a net gain of 11 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.02M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $8.63M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $421M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2018, up 3.9% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.02M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2018.