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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

163 hedge funds and large institutions have $371M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

5% more funds holding

Funds holding: 155 → 163 (+8)

2.8% more ownership

Funds ownership: 16.41% → 19.21% (+2.8%)

15% less capital invested

Capital invested by funds: $436M → $371M (-$65.2M)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
51
Reduced
41
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$27.5M
2
RA
RFG Advisory
Alabama
+$17.3M
3
FAM
Formidable Asset Management
Ohio
+$10.9M
4
1CP
1607 Capital Partners
Virginia
+$6.99M
5
Invesco
Invesco
Georgia
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.94M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
BCI
Brinker Capital Investments
Pennsylvania
-$2.24M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.04M
5
KFP
KMG Fiduciary Partners
Ohio
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
76
Lido Advisors
California
$215K +$49.1K +6,100 +22%
CF
77
Copperwynd Financial
Arizona
$205K -$11.7K -1,460 -4%
WWM
78
Western Wealth Management
Colorado
$187K +$116K +14,450 +100%
ACI
79
Alpha Cubed Investments
California
$185K -$296K -36,810 -56%
CG
80
Colony Group
Massachusetts
$180K – – –
BMO
81
Beck Mack & Oliver
New York
$179K – – –
MWM
82
Mission Wealth Management
California
$174K -$2.01K -250 -0.9%
SI
83
Stephens Inc
Arkansas
$174K +$8.61K +1,071 +4%
AIC
84
Ameritas Investment Company
Nebraska
$172K -$2.41K -300 -1%
BRWM
85
B. Riley Wealth Management
Tennessee
$166K +$209K +25,923 New
SAS
86
Stelac Advisory Services
New York
$162K – – –
CA
87
Cetera Advisors
Colorado
$161K +$73.5K +9,135 +57%
WT
88
Whittier Trust
California
$160K -$2.49K -310 -1%
SWP
89
Stratos Wealth Partners
Ohio
$157K -$19.2K -2,391 -9%
CAN
90
Claraphi Advisory Network
United States
$145K +$183K +22,747 New
Northern Trust
91
Northern Trust
Illinois
$138K +$174K +21,592 New
MSAM
92
Moloney Securities Asset Management
Missouri
$135K +$917 +114 +0.5%
9WM
93
9258 Wealth Management
Ohio
$126K +$80 +10 +0.1%
DI
94
Diligent Investors
California
$123K +$40.9K +5,084 +36%
FSA
95
Financial Sense Advisors
California
$115K +$57.7K +7,170 +66%
MML Investors Services
96
MML Investors Services
Massachusetts
$110K -$6.01K -747 -4%
QCIG
97
Quad-Cities Investment Group
Iowa
$110K +$3.93K +489 +3%
FFG
98
Ford Financial Group
California
$109K +$1.56K +194 +1%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$106K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$103K +$47.3K +5,878 +57%
2 3
4
5 6

EXG Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2020, worth a combined $371M — down 15% from $436M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EXG positions and 23 closed out — a net gain of 11 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $27.5M. The largest seller was UBS Group, cutting an estimated $4.94M.

  • 163 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2020, up from 155 in Q4 2019.
  • Funds reported $371M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2020, down 15% quarter-over-quarter.
  • 34 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2020 and 23 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $27.5M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2020 was UBS Group, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2020.