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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

156 hedge funds and large institutions have $393M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

4% more capital invested

Capital invested by funds: $379M → $393M (+$13.6M)

0.23% more ownership

Funds ownership: 15.43%15.65% (+0.23%)

1% less funds holding

Funds holding: 157156 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
60
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$458K +$28.1K +3,446 +7%
Millennium Management
52
Millennium Management
New York
$415K +$152K +18,700 +60%
Creative Planning
53
Creative Planning
Kansas
$391K -$28.5K -3,500 -7%
OIA
54
Optimum Investment Advisors
Illinois
$385K +$48.6K +5,971 +15%
SB
55
Suntrust Banks
Georgia
$377K +$10.9K +1,340 +3%
WEC
56
Winslow Evans & Crocker
Massachusetts
$354K -$7.73K -950 -2%
BTS
57
BB&T Securities
Virginia
$354K +$63K +7,736 +22%
DADC
58
D.A. Davidson & Co
Montana
$286K +$42.3K +5,200 +18%
SWP
59
Stratos Wealth Partners
Ohio
$271K +$773 +95 +0.3%
CAN
60
Cetera Advisor Networks
California
$261K +$9.36K +1,150 +4%
HCM
61
Harvest Capital Management
New Hampshire
$254K
BMO
62
Beck Mack & Oliver
New York
$242K
MWM
63
Mission Wealth Management
California
$228K
SFS
64
Shaker Financial Services
Virginia
$225K -$1.48M -182,325 -87%
SI
65
Stephens Inc
Arkansas
$217K -$32K -3,937 -13%
WT
66
Whittier Trust
California
$207K
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$202K +$2.95K +362 +2%
FI
68
FormulaFolio Investments
Michigan
$192K +$188K +23,120 New
SWM
69
SeaCrest Wealth Management
New York
$186K -$9.18K -1,128 -5%
WAM
70
Weiss Asset Management
Massachusetts
$175K +$172K +21,072 New
Truist Financial
71
Truist Financial
North Carolina
$171K +$3.71K +456 +2%
RA
72
RFG Advisory
Alabama
$168K -$6.51K -800 -4%
MML Investors Services
73
MML Investors Services
Massachusetts
$160K -$9.47K -1,164 -6%
9WM
74
9258 Wealth Management
Ohio
$157K -$38.3K -4,699 -20%
CF
75
Copperwynd Financial
Arizona
$149K +$38.5K +4,732 +36%

EXG Hedge Fund Activity: Q2 2019 in Review

156 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2019, worth a combined $393M — up 3.6% from $379M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EXG positions and 16 closed out — a net gain of 1 holder — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $4.47M. The largest seller was Doliver Advisors, cutting an estimated $4.3M.

  • 156 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $393M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2019, up 3.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2019 and 16 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2019 was Invesco, an estimated $4.47M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2019 was Doliver Advisors, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2019.