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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
SPIA
51
Steward Partners Investment Advisory
New York
$633K +$60.8K +8,766 +11%
EVM
52
Eaton Vance Management
Massachusetts
$615K +$8.74K +1,260 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$572K +$16.9K +2,435 +3%
William Blair & Company
54
William Blair & Company
Illinois
$564K -$10.4K -1,500 -2%
COLIM
55
City of London Investment Management
United Kingdom
$551K
BRWA
56
B. Riley Wealth Advisors
Florida
$513K +$17.2K +2,478 +4%
WS
57
Wedbush Securities
California
$500K +$1.19K +172 +0.3%
HF
58
HRT Financial
New York
$477K +$449K +64,749 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$457K -$195K -28,168 -31%
OC
60
Oppenheimer & Co
New York
$424K -$13.4K -1,929 -3%
LCM
61
Landscape Capital Management
New Jersey
$424K +$399K +57,516 New
PPA
62
Parametric Portfolio Associates
Washington
$418K -$2.12M -305,456 -84%
CCM
63
Community Capital Management
Florida
$369K -$139K -20,000 -29%
IAIM
64
International Assets Investment Management
Florida
$360K +$90.5K +13,049 +37%
DADC
65
D.A. Davidson & Co
Montana
$349K -$16.6K -2,391 -5%
CAN
66
Cetera Advisor Networks
California
$341K +$25.5K +3,674 +9%
CWM
67
Cranbrook Wealth Management
Michigan
$320K +$188K +27,144 +167%
WEC
68
Winslow Evans & Crocker
Massachusetts
$310K -$7 -1 -0%
Creative Planning
69
Creative Planning
Kansas
$307K +$6.9K +995 +2%
PAG
70
Private Advisor Group
New Jersey
$303K +$6.75K +973 +2%
KA
71
Kovack Advisors
Florida
$290K +$273K +39,340 New
SFPG
72
Stonebridge Financial Planning Group
Florida
$288K -$20.2K -2,916 -7%
Northern Trust
73
Northern Trust
Illinois
$273K +$107K +15,373 +71%
FHA
74
Flagship Harbor Advisors
Massachusetts
$270K -$58.1K -8,371 -19%
SWM
75
SeaCrest Wealth Management
New York
$268K

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.