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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
MSAM
76
Moloney Securities Asset Management
Missouri
$185K +$13.6K +1,598 +8%
9WM
77
9258 Wealth Management
Ohio
$167K +$111 +13 +0.1%
MML Investors Services
78
MML Investors Services
Massachusetts
$158K -$1.81K -213 -1%
MWA
79
Meridian Wealth Advisors
Texas
$154K
FFG
80
Ford Financial Group
California
$148K +$1.44K +169 +1%
QCIG
81
Quad-Cities Investment Group
Iowa
$148K +$2K +235 +1%
PGWM
82
Parisi Gray Wealth Management
New Jersey
$146K -$1.06K -125 -0.7%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$145K
CIAS
84
Capital Investment Advisory Services
North Carolina
$145K +$91K +10,700 +185%
HH
85
Hilltop Holdings
Texas
$144K
BHTS
86
Bar Harbor Trust Services
Maine
$141K
CA
87
Cetera Advisors
Colorado
$141K +$7.18K +844 +6%
IAA
88
Independent Advisor Alliance
North Carolina
$138K +$134K +15,716 New
MA
89
Mutual Advisors
Nebraska
$127K -$315 -37 -0.3%
VWA
90
V Wealth Advisors
Kansas
$127K
WWM
91
Western Wealth Management
Colorado
$126K -$76.5K -8,989 -38%
VHAM
92
Van Hulzen Asset Management
California
$124K
DI
93
Diligent Investors
California
$124K +$120K +14,124 New
BAM
94
Belpointe Asset Management
Nevada
$123K +$1.19K +140 +1%
JCM
95
Jacobi Capital Management
Pennsylvania
$122K +$2.31K +271 +2%
BW
96
Bison Wealth
Georgia
$121K +$2.53K +297 +2%
MFG
97
Merit Financial Group
Georgia
$114K +$111K +13,000 New
IAN
98
Integrated Advisors Network
Texas
$111K +$108K +12,637 New
NGA
99
Naples Global Advisors
Florida
$109K -$5.96K -700 -5%
JP Morgan Chase
100
JP Morgan Chase
New York
$108K

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.