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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 156158 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$365K +$11.4K +1,396 +3%
WEC
52
Winslow Evans & Crocker
Massachusetts
$352K
OIA
53
Optimum Investment Advisors
Illinois
$329K -$52.6K -6,427 -14%
SS
54
Sunbelt Securities
Texas
$321K +$319K +38,999 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$304K -$149K -18,244 -33%
DADC
56
D.A. Davidson & Co
Montana
$296K +$12.7K +1,550 +4%
CAN
57
Cetera Advisor Networks
California
$261K +$4.09K +500 +2%
VF
58
Virtu Financial
New York
$232K +$98.2K +11,994 +74%
BMO
59
Beck Mack & Oliver
New York
$230K -$10.2K -1,250 -4%
MWM
60
Mission Wealth Management
California
$226K
SWP
61
Stratos Wealth Partners
Ohio
$222K -$47.1K -5,753 -18%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$220K +$20.5K +2,498 +10%
CF
63
Copperwynd Financial
Arizona
$216K +$61.5K +7,513 +42%
WT
64
Whittier Trust
California
$213K +$7.21K +881 +4%
SI
65
Stephens Inc
Arkansas
$207K -$7.75K -947 -4%
OFG
66
OTA Financial Group
New York
$205K +$205K +24,992 New
SAS
67
Stelac Advisory Services
New York
$201K +$193K +23,533 New
AIC
68
Ameritas Investment Company
Nebraska
$194K +$193K +23,558 New
CAN
69
Claraphi Advisory Network
United States
$193K +$108K +13,163 +128%
WWM
70
Western Wealth Management
Colorado
$192K +$73.6K +8,989 +62%
SWM
71
SeaCrest Wealth Management
New York
$186K +$1.02K +125 +0.6%
FI
72
FormulaFolio Investments
Michigan
$174K -$16K -1,953 -8%
TSS
73
Two Sigma Securities
New York
$173K +$172K +21,019 New
MSAM
74
Moloney Securities Asset Management
Missouri
$160K +$36.9K +4,510 +30%
9WM
75
9258 Wealth Management
Ohio
$156K +$172 +21 +0.1%

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.