We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

158 hedge funds and large institutions have $394M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 156 → 158 (+2)

0% more capital invested

Capital invested by funds: $393M → $394M (+$755K)

0.15% more ownership

Funds ownership: 15.65% → 15.81% (+0.15%)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
57
Reduced
35
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.26M
2
RJA
Raymond James & Associates
Florida
+$2.94M
3
AAM
Advisors Asset Management
Colorado
+$2.47M
4
Wells Fargo
Wells Fargo
California
+$1.53M
5
Ameriprise
Ameriprise
Minnesota
+$968K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$2.21M
2
WAM
Wolverine Asset Management
Illinois
-$2.09M
3
CI
Conning Inc
Connecticut
-$1.86M
4
Bank of America
Bank of America
North Carolina
-$1.14M
5
Invesco
Invesco
Georgia
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.62M +$157K +19,213 +11%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.3M +$40.8K +4,979 +3%
RJT
28
Raymond James Trust
Florida
$1.16M +$55.4K +6,771 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.13M -$47.8K -5,835 -4%
FFSOTS
30
Fiduciary Financial Services of The Southwest
Texas
$1.13M +$51.3K +6,265 +5%
PAG
31
Private Advisor Group
New Jersey
$981K +$43K +5,246 +5%
CCM
32
Community Capital Management
Florida
$921K – – –
CI
33
Conning Inc
Connecticut
$904K -$1.86M -227,744 -67%
OC
34
Oppenheimer & Co
New York
$896K +$234K +28,578 +36%
FTI
35
Fiduciary Trust International
Massachusetts
$842K +$2.63K +321 +0.3%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$836K +$3.71K +453 +0.4%
FHA
37
Flagship Harbor Advisors
Massachusetts
$745K -$7.38K -901 -1%
WS
38
Wedbush Securities
California
$704K -$549K -67,065 -44%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$684K +$644K +78,610 +1,718%
EVM
40
Eaton Vance Management
Massachusetts
$662K +$7.32K +894 +1%
SPIA
41
Steward Partners Investment Advisory
New York
$625K +$157K +19,166 +34%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$611K -$27.3K -3,329 -4%
William Blair & Company
43
William Blair & Company
Illinois
$604K – – –
CF
44
Centaurus Financial
California
$579K +$87.6K +10,699 +18%
ACI
45
Alpha Cubed Investments
California
$577K -$7.21K -881 -1%
BRWA
46
B. Riley Wealth Advisors
Florida
$558K +$17.6K +2,145 +3%
AG
47
Advisor Group
Arizona
$539K -$4.09K -500 -0.8%
SFS
48
Shaker Financial Services
Virginia
$485K +$261K +31,840 +117%
SB
49
Suntrust Banks
Georgia
$454K +$80.3K +9,810 +22%
Creative Planning
50
Creative Planning
Kansas
$449K +$60.4K +7,376 +16%
1
2
3 4 5

EXG Hedge Fund Activity: Q3 2019 in Review

158 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2019, worth a combined $394M — up 0.19% from $393M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EXG positions and 23 closed out — a net gain of 3 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.26M. The largest seller was Doliver Advisors, exiting entirely with an estimated $2.21M sold.

  • 158 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2019, up from 156 in Q2 2019.
  • Funds reported $394M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2019, up 0.19% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2019 and 23 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $3.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2019 was Doliver Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2019.