Eaton Vance Tax-Managed Global Diversified Equity Income Fund
135 hedge funds and large institutions have $409M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 21 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
12% more capital invested
Capital invested by funds: $363M → $409M (+$45.2M)
5% more funds holding
Funds holding: 129 → 135 (+6)
0.83% more ownership
Funds ownership: 14.5% → 15.33% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.64M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$4.26M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.88M |
| 4 |
Morgan Stanley
New York
|
+$2.54M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.55M |
| 2 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$762K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$729K |
EXG Hedge Fund Activity: Q4 2015 in Review
135 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2015, worth a combined $409M — up 12% from $363M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EXG positions and 21 closed out — a net gain of 7 holders — while 57 added to existing stakes and 28 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.64M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.55M.
- 135 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2015, up from 129 in Q3 2015.
- Funds reported $409M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2015, up 12% quarter-over-quarter.
- 28 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2015 and 21 closed out, a net change of +7 holders.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2015 was LPL Financial, an estimated $5.64M added.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2015 was Parametric Portfolio Associates, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2015.