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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 156 → 158 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.26M
2
RJA
Raymond James & Associates
Florida
+$2.94M
3
AAM
Advisors Asset Management
Colorado
+$2.47M
4
Wells Fargo
Wells Fargo
California
+$1.53M
5
Ameriprise
Ameriprise
Minnesota
+$968K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$2.21M
2
WAM
Wolverine Asset Management
Illinois
-$2.09M
3
CI
Conning Inc
Connecticut
-$1.86M
4
Bank of America
Bank of America
North Carolina
-$1.14M
5
Invesco
Invesco
Georgia
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$153K +$64.9K +7,930 +74%
MML Investors Services
77
MML Investors Services
Massachusetts
$150K -$8.83K -1,078 -6%
MWA
78
Meridian Wealth Advisors
Texas
$144K – – –
PGWM
79
Parisi Gray Wealth Management
New Jersey
$138K -$156 -19 -0.1%
FFG
80
Ford Financial Group
California
$137K +$1.42K +173 +1%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$136K -$4.67K -570 -3%
HH
82
Hilltop Holdings
Texas
$136K – – –
QCIG
83
Quad-Cities Investment Group
Iowa
$135K +$2.77K +338 +2%
BHTS
84
Bar Harbor Trust Services
Maine
$132K – – –
TC
85
Telemus Capital
Michigan
$131K +$131K +16,000 New
VWA
86
V Wealth Advisors
Kansas
$127K +$2.24K +274 +2%
CA
87
Cetera Advisors
Colorado
$124K +$14.7K +1,794 +13%
HNB
88
Huntington National Bank
Ohio
$123K – – –
MA
89
Mutual Advisors
Nebraska
$119K -$24K -2,936 -17%
VHAM
90
Van Hulzen Asset Management
California
$116K – – –
BAM
91
Belpointe Asset Management
Nevada
$114K +$113K +13,842 New
RA
92
RFG Advisory
Alabama
$112K -$54.9K -6,700 -33%
JCM
93
Jacobi Capital Management
Pennsylvania
$112K +$2.28K +278 +2%
BW
94
Bison Wealth
Georgia
$111K +$2.45K +299 +2%
NGA
95
Naples Global Advisors
Florida
$108K – – –
HF
96
HRT Financial
New York
$106K +$107K +13,013 New
JP Morgan Chase
97
JP Morgan Chase
New York
$101K +$101K +12,315 New
SPC
98
Sigma Planning Corp
Michigan
$100K -$15.7K -1,913 -14%
FFN
99
Focus Financial Network
Minnesota
$99.6K -$10.7K -1,302 -10%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$98K -$4.65K -568 -5%
2 3
4
5 6

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.