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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

126 hedge funds and large institutions have $388M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

0.11% more ownership

Funds ownership: 13.99%14.1% (+0.11%)

2% less capital invested

Capital invested by funds: $396M → $388M (-$8.04M)

14% less funds holding

Funds holding: 146126 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

63% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 30

Holders
126
Holders Change
-20
Holders Change %
-13.7%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
49
Reduced
29
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Brasada Capital Management
Texas
-$33K -3,500 Closed
EWM
152
Edge Wealth Management
New York
-$15K -1,661 Closed
LYV
153
Live Your Vision
Pennsylvania
-$12K -1,290 Closed
CA
154
Calton & Associates
Florida
-$10K -815 Closed
CHC
155
City Holding Co
West Virginia
-$4K -410 Closed
TRCT
156
Tower Research Capital (TRC)
New York
-$1K -100 Closed

EXG Hedge Fund Activity: Q1 2018 in Review

126 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2018, worth a combined $388M — down 2% from $396M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EXG and 11 opened new positions — a net loss of 19 holders — while 29 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $6.42M. The largest seller was Invesco, cutting an estimated $3.29M.

  • 126 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2018, down from 146 in Q4 2017.
  • Funds reported $388M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2018, down 2% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2018 and 30 closed out, a net change of -19 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $6.42M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2018 was Invesco, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2018.