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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 11 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 159157 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HS
151
Horan Securities
United States
$6K +$142 +18 +2%
LFA
152
Legacy Financial Advisors
Kentucky
$5K
BFEC
153
Benjamin F. Edwards & Company
Missouri
$4K
US Bancorp
154
US Bancorp
Minnesota
$3K -$39.4K -4,981 -92%
CB
155
Community Bank
New York
$3K
GRP
156
Global Retirement Partners
California
$1K
WAM
157
Weiss Asset Management
Massachusetts
-$2.11M -282,588 Closed
AGM
158
Alpine Global Management
New York
-$1.23M -164,412 Closed
FI
159
FormulaFolio Investments
Michigan
-$846K -89,010 Closed
OFG
160
OTA Financial Group
New York
-$643K -86,316 Closed
GI
161
Glovista Investments
New Jersey
-$398K -53,333 Closed
Neuberger Berman Group
162
Neuberger Berman Group
New York
-$364K -48,755 Closed
SSG
163
Summit Securities Group
New York
-$153K -20,496 Closed
BPA
164
Beacon Pointe Advisors
California
-$151K -20,200 Closed
Citadel Advisors
165
Citadel Advisors
Florida
-$122K -16,415 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$118K -15,772 Closed
AIC
167
Ameritas Investment Company
Nebraska
-$102K -13,684 Closed
DWM
168
Darwin Wealth Management
Florida
-$93K -12,450 Closed
M&T Bank
169
M&T Bank
New York
-$93K -12,426 Closed
RT
170
Rockland Trust
Massachusetts
-$84K -11,200 Closed
AIC
171
Aurora Investment Counsel
Georgia
-$80K -10,732 Closed
ST
172
Sabal Trust
Florida
-$75K -10,000 Closed
NFG
173
Next Financial Group
Texas
-$56K -7,517 Closed
MOS
174
MGO One Seven
Ohio
-$36K -4,855 Closed
CAC
175
Certified Advisory Corp
Florida
-$36K -4,850 Closed

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.