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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
CWP
76
Capital Wealth Planning
Florida
$148K +$145K +17,852 New
MWA
77
Meridian Wealth Advisors
Texas
$145K
MA
78
Mutual Advisors
Nebraska
$144K +$9.67K +1,188 +7%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$142K +$136K +16,683 +3,707%
PGWM
80
Parisi Gray Wealth Management
New Jersey
$139K +$14K +1,720 +11%
FFG
81
Ford Financial Group
California
$137K +$1.39K +171 +1%
HH
82
Hilltop Holdings
Texas
$136K
QCIG
83
Quad-Cities Investment Group
Iowa
$135K +$2.7K +332 +2%
VF
84
Virtu Financial
New York
$134K +$132K +16,223 New
BHTS
85
Bar Harbor Trust Services
Maine
$133K -$50.7K -6,225 -28%
Geode Capital Management
86
Geode Capital Management
Massachusetts
$127K +$125K +15,379 New
IWM
87
IHT Wealth Management
Illinois
$124K -$34K -4,183 -22%
MSAM
88
Moloney Securities Asset Management
Missouri
$124K -$8.14K -1,000 -6%
VWA
89
V Wealth Advisors
Kansas
$124K +$895 +110 +0.7%
WWM
90
Western Wealth Management
Colorado
$119K
VHAM
91
Van Hulzen Asset Management
California
$117K
SPC
92
Sigma Planning Corp
Michigan
$117K +$6.55K +805 +6%
FFN
93
Focus Financial Network
Minnesota
$111K +$8.07K +992 +8%
CA
94
Cetera Advisors
Colorado
$111K +$513 +63 +0.5%
JCM
95
Jacobi Capital Management
Pennsylvania
$111K +$2.23K +274 +2%
NGA
96
Naples Global Advisors
Florida
$109K -$28.6K -3,515 -21%
BW
97
Bison Wealth
Georgia
$109K +$2.41K +296 +2%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$104K -$29.6K -3,634 -22%
Jane Street
99
Jane Street
New York
$102K +$100K +12,326 New
Walleye Capital
100
Walleye Capital
New York
$100K -$30.9K -3,800 -24%

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.