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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

157 hedge funds and large institutions have $379M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

18% more capital invested

Capital invested by funds: $321M → $379M (+$57.9M)

1.16% more ownership

Funds ownership: 14.27% → 15.43% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 159 → 157 (-2)

Holders
157
Holders Change
-2
Holders Change %
-1.26%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
53
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
+$6.28M
2
Morgan Stanley
Morgan Stanley
New York
+$5.6M
3
Bank of America
Bank of America
North Carolina
+$4.45M
4
Invesco
Invesco
Georgia
+$3.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$2.11M
2
AGM
Alpine Global Management
New York
-$1.23M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.18M
4
FI
FormulaFolio Investments
Michigan
-$846K
5
OFG
OTA Financial Group
New York
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
126
Inscription Capital
Texas
$41K – – –
IF
127
Ironwood Financial
Arizona
$41K – – –
SF
128
Synovus Financial
Georgia
$39K +$593 +75 +2%
GSWM
129
Golden State Wealth Management
California
$39K +$37.9K +4,800 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$37K -$1.18M -149,200 -98%
IA
131
IFP Advisors
Florida
$37K -$23.2K -2,930 -39%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$37K -$1.73K -219 -5%
MFW
133
Mosaic Family Wealth
Missouri
$31K – – –
GWM
134
Geneos Wealth Management
Colorado
$27K -$34K -4,300 -56%
AF
135
Advisornet Financial
Minnesota
$26K +$9.49K +1,200 +61%
FMP
136
Financial Management Professionals
Texas
$23K – – –
CFA
137
Carroll Financial Associates
North Carolina
$22K – – –
CPA
138
Cowen Prime Advisors
New York
$22K – – –
ESB
139
Essex Savings Bank
Connecticut
$21K – – –
HGWM
140
Harvest Group Wealth Management
Massachusetts
$21K +$20K +2,533 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$20.4K – – –
BC
142
Bartlett & Co
Ohio
$20K – – –
MSA
143
Marino Stram & Associates
Massachusetts
$16K – – –
BC
144
Barnett & Company
Tennessee
$14K – – –
SIS
145
Sound Income Strategies
Florida
$8K – – –
BWA
146
BDO Wealth Advisors
Florida
$7K – – –
OIA
147
OneDigital Investment Advisors
Kansas
$7K – – –
PGAM
148
Princeton Global Asset Management
New Jersey
$7K +$7.52K +951 New
KFS
149
Kelly Financial Services
Massachusetts
$6.37K +$6.18K +782 New
First Manhattan
150
First Manhattan
New York
$6K – – –
4 5
6
7 8

EXG Hedge Fund Activity: Q1 2019 in Review

157 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2019, worth a combined $379M — up 18% from $321M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EXG and 26 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 53 added.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $6.28M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.11M sold.

  • 157 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2019, down from 159 in Q4 2018.
  • Funds reported $379M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2019 and 27 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2019 was Doliver Advisors, an estimated $6.28M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2019 was Weiss Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2019.