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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
EVM
51
Eaton Vance Management
Massachusetts
$607K -$6.17K -812 -1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$545K -$25.5K -3,356 -4%
William Blair & Company
53
William Blair & Company
Illinois
$541K -$22.8K -3,000 -4%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$476K +$21.2K +2,785 +4%
BRWA
55
B. Riley Wealth Advisors
Florida
$475K -$37.1K -4,889 -7%
COLIM
56
City of London Investment Management
United Kingdom
$473K -$79K -10,400 -14%
CCM
57
Community Capital Management
Florida
$368K
OC
58
Oppenheimer & Co
New York
$366K -$59.3K -7,805 -14%
WS
59
Wedbush Securities
California
$363K -$140K -18,386 -27%
LCM
60
Landscape Capital Management
New Jersey
$359K -$66.6K -8,769 -15%
IAIM
61
International Assets Investment Management
Florida
$358K -$441 -58 -0.1%
DADC
62
D.A. Davidson & Co
Montana
$353K +$5.28K +695 +1%
CRC
63
Curi RMB Capital
Illinois
$324K +$334K +43,987 New
CAN
64
Cetera Advisor Networks
California
$320K -$20.1K -2,651 -6%
CWM
65
Cranbrook Wealth Management
Michigan
$319K
WEC
66
Winslow Evans & Crocker
Massachusetts
$317K +$7.9K +1,040 +2%
FHA
67
Flagship Harbor Advisors
Massachusetts
$312K +$43.8K +5,766 +16%
Creative Planning
68
Creative Planning
Kansas
$305K -$1.52K -200 -0.5%
SFPG
69
Stonebridge Financial Planning Group
Florida
$295K -$6.99K -920 -2%
PAG
70
Private Advisor Group
New Jersey
$291K -$11.4K -1,503 -4%
RVPG
71
Relative Value Partners Group
$278K +$33.1K +4,351 +13%
KA
72
Kovack Advisors
Florida
$274K -$16.4K -2,163 -5%
BWM
73
BerganKDV Wealth Management
Minnesota
$272K +$272K +35,824 +2,985%
SWM
74
SeaCrest Wealth Management
New York
$268K
TPCW
75
TD Private Client Wealth
New York
$259K

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.