We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

169 hedge funds and large institutions have $417M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

7% more funds holding

Funds holding: 158169 (+11)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0.53% less ownership

Funds ownership: 19.24%18.71% (-0.53%)

3% less capital invested

Capital invested by funds: $430M → $417M (-$13.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
53
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.38M -$159K -20,921 -6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.37M -$86.6K -11,394 -4%
AAS
28
Avantax Advisory Services
Texas
$2.27M +$266K +35,055 +13%
SFS
29
Shaker Financial Services
Virginia
$1.81M -$66.4K -8,739 -3%
PCM
30
Pointe Capital Management
Michigan
$1.79M +$69.6K +9,168 +4%
MGWM
31
Marks Group Wealth Management
Minnesota
$1.72M
OPS
32
Orion Portfolio Solutions
Nebraska
$1.67M -$67.6K -8,899 -4%
AA
33
AQR Arbitrage
Connecticut
$1.49M +$648K +85,258 +73%
CF
34
Centaurus Financial
California
$1.48M +$542K +71,322 +55%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.44M +$15K +1,976 +1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.34M +$186K +24,473 +16%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.08M +$1.96K +258 +0.2%
DWM
38
Dakota Wealth Management
Florida
$1.05M +$6.76K +890 +0.6%
RJT
39
Raymond James Trust
Florida
$952K -$23.6K -3,109 -2%
WAM
40
Wolverine Asset Management
Illinois
$907K +$281K +37,041 +43%
HighTower Advisors
41
HighTower Advisors
Illinois
$856K -$53K -6,976 -6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$833K -$18.6K -2,455 -2%
Truist Financial
43
Truist Financial
North Carolina
$820K +$18.3K +2,410 +2%
SPIA
44
Steward Partners Investment Advisory
New York
$817K +$192K +25,239 +29%
Northern Trust
45
Northern Trust
Illinois
$792K +$537K +70,667 +191%
FAM
46
Formidable Asset Management
Ohio
$774K -$9.85M -1,296,622 -92%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$764K +$3.8K +500 +0.5%
JWCA
48
J.W. Cole Advisors
Florida
$743K +$87.8K +11,561 +13%
CGL
49
Clarius Group LLC
Washington
$662K
CI
50
Conning Inc
Connecticut
$617K -$259K -34,101 -29%

EXG Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2020, worth a combined $417M — down 3.1% from $430M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EXG positions and 10 closed out — a net gain of 14 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $1.69M. The largest seller was Formidable Asset Management, cutting an estimated $9.85M.

  • 169 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2020, up from 158 in Q2 2020.
  • Funds reported $417M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2020 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2020 was 1832 Asset Management, an estimated $1.69M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2020 was Formidable Asset Management, an estimated $9.85M sold.

Based on aggregated 13F filings for Q3 2020.