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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

158 hedge funds and large institutions have $430M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $371M → $430M (+$59.1M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0.03% more ownership

Funds ownership: 19.21%19.24% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 163158 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
53
Reduced
50
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$2.4M +$776K +111,870 +53%
IWA
27
IBEX Wealth Advisors
New Jersey
$2.14M +$25.3K +3,642 +1%
AAS
28
Avantax Advisory Services
Texas
$2.02M +$38.6K +5,566 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.93M -$39.6K -5,707 -2%
SFS
30
Shaker Financial Services
Virginia
$1.88M +$1.77M +254,679 New
OPS
31
Orion Portfolio Solutions
Nebraska
$1.74M -$89.8K -12,940 -5%
PCM
32
Pointe Capital Management
Michigan
$1.73M -$5.83K -841 -0.4%
MGWM
33
Marks Group Wealth Management
Minnesota
$1.72M
AWM
34
Argent Wealth Management
Massachusetts
$1.72M -$17.3K -2,500 -1%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.43M +$1.34M +193,023 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.16M +$47.2K +6,805 +5%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.08M -$37.8K -5,445 -4%
DWM
38
Dakota Wealth Management
Florida
$1.05M -$2.22K -320 -0.2%
RJT
39
Raymond James Trust
Florida
$977K -$15.6K -2,248 -2%
CF
40
Centaurus Financial
California
$953K +$396K +57,020 +79%
HighTower Advisors
41
HighTower Advisors
Illinois
$908K +$55.9K +8,058 +7%
CI
42
Conning Inc
Connecticut
$871K +$22K +3,177 +3%
AA
43
AQR Arbitrage
Connecticut
$861K +$149K +21,466 +23%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$852K -$493K -71,059 -38%
Truist Financial
45
Truist Financial
North Carolina
$805K +$27.2K +3,926 +4%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$762K
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$726K +$5.77K +832 +0.8%
CGL
48
Clarius Group LLC
Washington
$664K +$624K +90,006 New
JWCA
49
J.W. Cole Advisors
Florida
$659K +$620K +89,335 New
WAM
50
Wolverine Asset Management
Illinois
$637K -$7.37K -1,062 -1%

EXG Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2020, worth a combined $430M — up 16% from $371M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EXG and 17 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 53 added.

The largest buyer was Invesco, adding an estimated $4.56M. The largest seller was Karpus Investment Management, cutting an estimated $11.2M.

  • 158 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2020, down from 163 in Q1 2020.
  • Funds reported $430M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2020 and 22 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2020 was Invesco, an estimated $4.56M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2020 was Karpus Investment Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.