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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

159 hedge funds and large institutions have $321M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

10% more funds holding

Funds holding: 144 → 159 (+15)

0.09% less ownership

Funds ownership: 14.36% → 14.27% (-0.09%)

24% less capital invested

Capital invested by funds: $421M → $321M (-$99.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
159
Holders Change
+15
Holders Change %
+10.42%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
45
Reduced
35
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.47M
2
WAM
Weiss Asset Management
Massachusetts
+$2.41M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.7M
4
Bank of America
Bank of America
North Carolina
+$1.54M
5
AGM
Alpine Global Management
New York
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$7.84M
2
Morgan Stanley
Morgan Stanley
New York
-$3.87M
3
Stifel Financial
Stifel Financial
Missouri
-$3.64M
4
Invesco
Invesco
Georgia
-$2.75M
5
GC
Guggenheim Capital
Illinois
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$36K +$1.86K +219 +5%
CAC
127
Certified Advisory Corp
Florida
$36K +$41.3K +4,850 New
MOS
128
MGO One Seven
Ohio
$36K +$41.3K +4,855 New
SF
129
Synovus Financial
Georgia
$35K +$26.7K +3,131 +199%
AWMS
130
Advocacy Wealth Management Services
Georgia
$30K – – –
MFW
131
Mosaic Family Wealth
Missouri
$28K – – –
CFA
132
Carroll Financial Associates
North Carolina
$21K – – –
FMP
133
Financial Management Professionals
Texas
$21K – – –
CPA
134
Cowen Prime Advisors
New York
$20K – – –
BC
135
Bartlett & Co
Ohio
$19K +$21.3K +2,500 New
ESB
136
Essex Savings Bank
Connecticut
$19K +$22.1K +2,600 New
BCWM
137
Bartlett & Co Wealth Management
Ohio
$18.6K +$21.3K +2,500 New
WAM
138
Wolverine Asset Management
Illinois
$18K +$21.3K +2,500 New
RFC
139
Regions Financial Corp
Alabama
$16K +$17.9K +2,100 New
AF
140
Advisornet Financial
Minnesota
$15K – – –
MSA
141
Marino Stram & Associates
Massachusetts
$15K – – –
BC
142
Barnett & Company
Tennessee
$13K – – –
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$11K – – –
BCM
144
Brasada Capital Management
Texas
$7K -$8.51K -1,000 -50%
BWA
145
BDO Wealth Advisors
Florida
$7K – – –
OIA
146
OneDigital Investment Advisors
Kansas
$7K – – –
SIS
147
Sound Income Strategies
Florida
$7K – – –
FHA
148
First Horizon Advisors
Tennessee
$6K – – –
HS
149
Horan Securities
United States
$6K +$6.49K +762 New
First Manhattan
150
First Manhattan
New York
$5K – – –
4 5
6
7 8

EXG Hedge Fund Activity: Q4 2018 in Review

159 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2018, worth a combined $321M — down 24% from $421M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EXG positions and 25 closed out — a net gain of 15 holders — while 45 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.47M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $7.84M sold.

  • 159 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2018, up from 144 in Q3 2018.
  • Funds reported $321M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 40 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2018 and 25 closed out, a net change of +15 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2018 was Royal Bank of Canada, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2018 was Formidable Asset Management, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2018.