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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
Morgan Stanley
1
Morgan Stanley
New York
$176M +$5.6M +707,822 +3%
Bank of America
2
Bank of America
North Carolina
$31.6M +$4.45M +562,825 +17%
Invesco
3
Invesco
Georgia
$19.5M +$3.82M +482,549 +25%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.9M +$159K +20,173 +1%
GC
5
Guggenheim Capital
Illinois
$10.2M +$176K +22,299 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.82M +$1.68M +213,078 +21%
UBS Group
7
UBS Group
Switzerland
$9.53M +$573K +72,444 +7%
DA
8
Doliver Advisors
Texas
$6.47M +$6.28M +794,860 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.25M +$458K +57,954 +8%
AAM
10
Advisors Asset Management
Colorado
$5.85M -$426K -53,880 -7%
LPL Financial
11
LPL Financial
California
$5.66M +$251K +31,767 +5%
Ameriprise
12
Ameriprise
Minnesota
$5.59M -$241K -30,428 -4%
RJA
13
Raymond James & Associates
Florida
$5.53M -$191K -24,121 -3%
Cohen & Steers
14
Cohen & Steers
New York
$5.37M +$188K +23,750 +4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.27M +$1.05M +132,930 +34%
KFP
16
KMG Fiduciary Partners
Ohio
$3.62M +$225K +28,439 +7%
Stifel Financial
17
Stifel Financial
Missouri
$3.42M -$187K -23,622 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.11M +$139K +17,627 +5%
Wells Fargo
19
Wells Fargo
California
$2.97M -$387K -49,010 -12%
CI
20
Conning Inc
Connecticut
$2.82M +$68.4K +8,656 +3%
Citigroup
21
Citigroup
New York
$2.6M +$55.3K +6,989 +2%
PCM
22
Pointe Capital Management
Michigan
$2.45M -$64.2K -8,121 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.31M +$29.6K +3,747 +1%
FWM
24
Focused Wealth Management
New York
$2.26M +$563K +71,181 +34%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.11M +$2.01M +254,727 +5,095%

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.