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.
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: 133 → 144 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.46M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.25M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$8.63M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.64M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.22M |
| 4 |
Cohen & Steers
New York
|
-$1.02M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$714K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$20K | -2,199 | Closed |
|
|
B
152
Bridgeworth
Birmingham,
Alabama
| – | -$16K | -1,467 | Closed |
|
153
BlackRock
New York
| – | -$9K | -1,012 | Closed |
|
|
PFA
154
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$9K | -1,000 | Closed |
|
|
RFM
155
Royal Fund Management
Lady Lake,
Florida
| – | -$9K | -1,000 | Closed |
|
|
CAL
156
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$7K | -750 | Closed |
|
157
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | New |
|
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.