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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

155 hedge funds and large institutions have $436M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $394M → $436M (+$42.7M)

0.6% more ownership

Funds ownership: 15.81%16.41% (+0.6%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 158155 (-3)

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
55
Reduced
30
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.11M +$366K +43,023 +22%
PCM
27
Pointe Capital Management
Michigan
$2.08M -$141K -16,524 -7%
MGWM
28
Marks Group Wealth Management
Minnesota
$2.05M +$1.99M +233,560 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.41M +$17.5K +2,059 +1%
RJT
30
Raymond James Trust
Florida
$1.22M -$14.8K -1,740 -1%
FFSOTS
31
Fiduciary Financial Services of The Southwest
Texas
$1.2M -$2.09K -246 -0.2%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.12M -$91.5K -10,760 -8%
CI
33
Conning Inc
Connecticut
$987K +$20.7K +2,430 +2%
CCM
34
Community Capital Management
Florida
$983K
OC
35
Oppenheimer & Co
New York
$979K +$20.4K +2,395 +2%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$907K +$13.1K +1,539 +2%
FTI
37
Fiduciary Trust International
Massachusetts
$903K +$2.71K +319 +0.3%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$869K -$1.21M -142,593 -59%
Truist Financial
39
Truist Financial
North Carolina
$829K +$804K +94,517 New
JWCA
40
J.W. Cole Advisors
Florida
$818K +$793K +93,189 New
FHA
41
Flagship Harbor Advisors
Massachusetts
$799K +$2.48K +292 +0.3%
SFS
42
Shaker Financial Services
Virginia
$790K +$264K +31,000 +53%
WS
43
Wedbush Securities
California
$784K +$31.1K +3,659 +4%
SPIA
44
Steward Partners Investment Advisory
New York
$744K +$73.6K +8,652 +11%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$743K +$12K +1,416 +2%
EVM
46
Eaton Vance Management
Massachusetts
$712K +$5.61K +659 +0.8%
William Blair & Company
47
William Blair & Company
Illinois
$667K +$21.3K +2,500 +3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$650K -$2.13K -250 -0.3%
CF
49
Centaurus Financial
California
$628K +$9.35K +1,099 +2%
BRWA
50
B. Riley Wealth Advisors
Florida
$602K +$6.03K +709 +1%

EXG Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2019, worth a combined $436M — up 11% from $394M a quarter earlier.

Fund positioning in EXG was balanced in Q4 2019: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 30 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $6.46M. The largest seller was Morgan Stanley, cutting an estimated $5.37M.

  • 155 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2019, down from 158 in Q3 2019.
  • Funds reported $436M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2019 and 24 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2019 was Cohen & Steers, an estimated $6.46M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2019 was Morgan Stanley, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2019.