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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

146 hedge funds and large institutions have $396M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 119146 (+27)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

2% more capital invested

Capital invested by funds: $390M → $396M (+$6M)

0.17% more ownership

Funds ownership: 13.82%13.99% (+0.17%)

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$187M +$2.69M +288,237 +1%
Bank of America
2
Bank of America
North Carolina
$26.3M -$651K -69,626 -2%
Invesco
3
Invesco
Georgia
$24.2M -$6.09M -651,367 -20%
BCI
4
Brinker Capital Investments
Pennsylvania
$15.5M +$2.33M +249,712 +18%
Cohen & Steers
5
Cohen & Steers
New York
$13.4M -$1.64M -175,636 -11%
GC
6
Guggenheim Capital
Illinois
$11.3M +$1.85M +197,627 +20%
UBS Group
7
UBS Group
Switzerland
$11.1M +$235K +25,148 +2%
AAM
8
Advisors Asset Management
Colorado
$8.25M -$570K -61,038 -6%
Ameriprise
9
Ameriprise
Minnesota
$8.17M +$392K +41,941 +5%
RJA
10
Raymond James & Associates
Florida
$8.1M -$553K -59,209 -6%
FAM
11
Formidable Asset Management
Ohio
$6.6M +$290K +30,996 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.72M +$461K +49,314 +9%
Stifel Financial
13
Stifel Financial
Missouri
$4.27M -$431K -46,074 -9%
Wells Fargo
14
Wells Fargo
California
$4.18M -$269K -28,779 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4M -$910K -97,383 -19%
LPL Financial
16
LPL Financial
California
$3.39M +$182K +19,477 +6%
Citigroup
17
Citigroup
New York
$3.22M +$159K +17,006 +5%
PCM
18
Pointe Capital Management
Michigan
$3.02M -$299K -31,972 -9%
SIA
19
Starfire Investment Advisers
Michigan
$3.02M +$3.01M +322,252 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.92M +$285K +30,490 +11%
CI
21
Conning Inc
Connecticut
$2.87M -$1.61M -172,815 -36%
Millennium Management
22
Millennium Management
New York
$1.94M +$1.93M +206,265 New
FWM
23
Focused Wealth Management
New York
$1.81M -$261K -27,972 -13%
FSA
24
Financial Sense Advisors
California
$1.69M +$80.4K +8,600 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.61M +$405K +43,355 +34%

EXG Hedge Fund Activity: Q4 2017 in Review

146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2017, worth a combined $396M — up 1.5% from $390M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXG positions and 11 closed out — a net gain of 28 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Starfire Investment Advisers, opening a new position worth an estimated $3.01M. The largest seller was Invesco, cutting an estimated $6.09M.

  • 146 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $396M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2017, up 1.5% quarter-over-quarter.
  • 39 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2017 and 11 closed out, a net change of +28 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2017 was Starfire Investment Advisers, an estimated $3.01M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2017 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2017.