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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

169 hedge funds and large institutions have $417M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

7% more funds holding

Funds holding: 158169 (+11)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0.53% less ownership

Funds ownership: 19.24%18.71% (-0.53%)

3% less capital invested

Capital invested by funds: $430M → $417M (-$13.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
53
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
76
Moors & Cabot
Massachusetts
$221K +$15.6K +2,055 +7%
CG
77
Colony Group
Massachusetts
$209K +$216K +28,433 New
ACI
78
Alpha Cubed Investments
California
$202K +$28.8K +3,795 +16%
MWM
79
Mission Wealth Management
California
$200K
AIC
80
Ameritas Investment Company
Nebraska
$199K
KAS
81
Kestra Advisory Services
Texas
$197K +$203K +26,743 New
SC
82
Stolper & Co
Oklahoma
$195K +$201K +26,463 New
WT
83
Whittier Trust
California
$188K +$194K +25,498 +1,274,900%
CF
84
Copperwynd Financial
Arizona
$187K -$23.6K -3,107 -11%
CA
85
Cetera Advisors
Colorado
$186K +$372 +49 +0.2%
SI
86
Stephens Inc
Arkansas
$184K -$10.2K -1,342 -5%
SWP
87
Stratos Wealth Partners
Ohio
$177K -$2.66K -350 -1%
MSAM
88
Moloney Securities Asset Management
Missouri
$171K +$904 +119 +0.5%
WWM
89
Western Wealth Management
Colorado
$169K -$4.79K -630 -3%
BRWM
90
B. Riley Wealth Management
Tennessee
$149K -$39.8K -5,235 -21%
DI
91
Diligent Investors
California
$146K +$2.51K +331 +2%
QCIG
92
Quad-Cities Investment Group
Iowa
$142K +$3.05K +402 +2%
OIA
93
Optimum Investment Advisors
Illinois
$137K +$653 +86 +0.5%
CAN
94
Claraphi Advisory Network
United States
$130K -$38.9K -5,115 -22%
MML Investors Services
95
MML Investors Services
Massachusetts
$129K -$190 -25 -0.1%
MWA
96
Meridian Wealth Advisors
Texas
$129K
FFG
97
Ford Financial Group
California
$129K +$1.55K +204 +1%
9WM
98
9258 Wealth Management
Ohio
$120K -$16.6K -2,180 -11%
PGWM
99
Parisi Gray Wealth Management
New Jersey
$117K
Franklin Resources
100
Franklin Resources
California
$117K +$120K +15,852 New

EXG Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2020, worth a combined $417M — down 3.1% from $430M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EXG positions and 10 closed out — a net gain of 14 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $1.69M. The largest seller was Formidable Asset Management, cutting an estimated $9.85M.

  • 169 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2020, up from 158 in Q2 2020.
  • Funds reported $417M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2020 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2020 was 1832 Asset Management, an estimated $1.69M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2020 was Formidable Asset Management, an estimated $9.85M sold.

Based on aggregated 13F filings for Q3 2020.