We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

158 hedge funds and large institutions have $430M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $371M → $430M (+$59.1M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0.03% more ownership

Funds ownership: 19.21% → 19.24% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 163 → 158 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
53
Reduced
50
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.14M
3
Wells Fargo
Wells Fargo
California
+$1.93M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
Ameriprise
Ameriprise
Minnesota
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$11.2M
2
PPA
Parametric Portfolio Associates
Washington
-$2.12M
3
RJA
Raymond James & Associates
Florida
-$1.44M
4
BCI
Brinker Capital Investments
Pennsylvania
-$1.3M
5
GC
Guggenheim Capital
Illinois
-$920K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
76
TD Private Client Wealth
New York
$259K – – –
Jane Street
77
Jane Street
New York
$257K -$89.9K -12,962 -27%
RVPG
78
Relative Value Partners Group
$247K -$33.2K -4,792 -13%
CF
79
Copperwynd Financial
Arizona
$210K -$25.4K -3,658 -11%
BMO
80
Beck Mack & Oliver
New York
$207K – – –
MC
81
Moors & Cabot
Massachusetts
$204K -$109K -15,641 -36%
MWM
82
Mission Wealth Management
California
$201K – – –
AIC
83
Ameritas Investment Company
Nebraska
$199K +$624 +90 +0.3%
SI
84
Stephens Inc
Arkansas
$194K -$6.51K -939 -3%
BRWM
85
B. Riley Wealth Management
Tennessee
$188K -$3.3K -476 -2%
SAS
86
Stelac Advisory Services
New York
$188K – – –
CA
87
Cetera Advisors
Colorado
$186K +$451 +65 +0.3%
SWP
88
Stratos Wealth Partners
Ohio
$180K -$2.04K -294 -1%
WWM
89
Western Wealth Management
Colorado
$176K -$36.3K -5,234 -18%
ACI
90
Alpha Cubed Investments
California
$174K -$37.3K -5,375 -19%
MSAM
91
Moloney Securities Asset Management
Missouri
$171K +$13.4K +1,938 +9%
CAN
92
Claraphi Advisory Network
United States
$168K – – –
DI
93
Diligent Investors
California
$144K +$2.53K +365 +2%
9WM
94
9258 Wealth Management
Ohio
$140K +$201 +29 +0.2%
QCIG
95
Quad-Cities Investment Group
Iowa
$139K +$11.2K +1,617 +9%
OIA
96
Optimum Investment Advisors
Illinois
$137K -$131K -18,811 -50%
MML Investors Services
97
MML Investors Services
Massachusetts
$130K +$1.98K +286 +2%
MWA
98
Meridian Wealth Advisors
Texas
$129K +$121K +17,500 New
FFG
99
Ford Financial Group
California
$128K +$1.49K +215 +1%
DA
100
Doliver Advisors
Texas
$120K +$112K +16,198 New
2 3
4
5 6

EXG Hedge Fund Activity: Q2 2020 in Review

158 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2020, worth a combined $430M — up 16% from $371M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EXG and 17 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 53 added.

The largest buyer was Invesco, adding an estimated $4.56M. The largest seller was Karpus Investment Management, cutting an estimated $11.2M.

  • 158 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2020, down from 163 in Q1 2020.
  • Funds reported $430M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2020, up 16% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2020 and 22 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2020 was Invesco, an estimated $4.56M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2020 was Karpus Investment Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.