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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

121 hedge funds and large institutions have $430M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

3% more funds holding

Funds holding: 117121 (+4)

0.42% less ownership

Funds ownership: 15.13%14.71% (-0.42%)

4% less capital invested

Capital invested by funds: $446M → $430M (-$15.7M)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
43
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$197M -$366K -36,811 -0.2%
Bank of America
2
Bank of America
North Carolina
$41.4M +$2.02M +203,272 +5%
Invesco
3
Invesco
Georgia
$31.9M -$642K -64,675 -2%
UBS Group
4
UBS Group
Switzerland
$24.5M +$605K +60,901 +2%
Cohen & Steers
5
Cohen & Steers
New York
$16.5M -$469K -47,228 -3%
AAM
6
Advisors Asset Management
Colorado
$12.1M -$6.12M -616,246 -33%
PPA
7
Parametric Portfolio Associates
Washington
$11.2M -$6.32M -636,101 -35%
Wells Fargo
8
Wells Fargo
California
$9.83M +$65.9K +6,633 +0.7%
LPL Financial
9
LPL Financial
California
$7.61M -$1.3M -130,522 -14%
PCM
10
Pointe Capital Management
Michigan
$6.57M -$115K -11,587 -2%
RJA
11
Raymond James & Associates
Florida
$6.31M +$658K +66,207 +11%
FAM
12
Formidable Asset Management
Ohio
$6.3M +$252K +25,401 +4%
GC
13
Guggenheim Capital
Illinois
$4.55M -$719K -72,344 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.44M +$214K +21,534 +5%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$4.42M +$364K +36,655 +9%
VIA
16
Vident Investment Advisory
Georgia
$4.08M +$4.18M +421,312 New
Citigroup
17
Citigroup
New York
$3.98M -$118K -11,920 -3%
CI
18
Conning Inc
Connecticut
$3.88M +$96.1K +9,676 +2%
FWM
19
Focused Wealth Management
New York
$1.74M -$1.68K -169 -0.1%
Ameriprise
20
Ameriprise
Minnesota
$1.71M +$271K +27,300 +18%
NFG
21
Next Financial Group
Texas
$1.39M +$97.2K +9,781 +7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.39M +$226K +22,709 +19%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.39M -$87.3K -8,789 -6%
VCAM
24
Valentine Capital Asset Management
California
$1.34M -$1.04M -105,024 -48%
EVM
25
Eaton Vance Management
Massachusetts
$1.27M +$209 +21 +0%

EXG Hedge Fund Activity: Q2 2015 in Review

121 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2015, worth a combined $430M — down 3.5% from $446M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EXG positions and 10 closed out — a net gain of 5 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Vident Investment Advisory, opening a new position worth an estimated $4.18M. The largest seller was Parametric Portfolio Associates, cutting an estimated $6.32M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2015, up from 117 in Q1 2015.
  • Funds reported $430M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2015, down 3.5% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2015 and 10 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2015 was Vident Investment Advisory, an estimated $4.18M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2015 was Parametric Portfolio Associates, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2015.