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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
CFGS
51
Concourse Financial Group Securities
Alabama
$586K +$499K +58,652 +722%
ACI
52
Alpha Cubed Investments
California
$578K -$36.9K -4,343 -6%
AG
53
Advisor Group
Arizona
$521K -$52.3K -6,149 -9%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$518K +$187K +21,993 +59%
WEC
55
Winslow Evans & Crocker
Massachusetts
$374K -$1.7K -200 -0.5%
DADC
56
D.A. Davidson & Co
Montana
$366K +$48.5K +5,698 +16%
Creative Planning
57
Creative Planning
Kansas
$365K -$111K -13,047 -24%
SFPG
58
Stonebridge Financial Planning Group
Florida
$365K +$354K +41,590 New
PAG
59
Private Advisor Group
New Jersey
$352K -$675K -79,327 -66%
SS
60
Sunbelt Securities
Texas
$344K +$1.51K +178 +0.5%
OIA
61
Optimum Investment Advisors
Illinois
$336K -$14.7K -1,729 -4%
SWM
62
SeaCrest Wealth Management
New York
$330K +$127K +14,975 +66%
TPCW
63
TD Private Client Wealth
New York
$308K +$299K +35,134 New
CAN
64
Cetera Advisor Networks
California
$299K +$15.3K +1,800 +6%
CF
65
Copperwynd Financial
Arizona
$295K +$69.2K +8,140 +32%
CG
66
Colony Group
Massachusetts
$248K +$240K +28,240 New
BMO
67
Beck Mack & Oliver
New York
$246K
Lido Advisors
68
Lido Advisors
California
$242K +$235K +27,600 New
MWM
69
Mission Wealth Management
California
$241K
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$241K +$5.04K +592 +2%
AIC
71
Ameritas Investment Company
Nebraska
$239K +$31.1K +3,653 +16%
SWP
72
Stratos Wealth Partners
Ohio
$238K +$800 +94 +0.3%
SI
73
Stephens Inc
Arkansas
$230K +$7.82K +919 +4%
WT
74
Whittier Trust
California
$222K -$4.84K -569 -2%
SAS
75
Stelac Advisory Services
New York
$214K

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.