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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
FFN
101
Focus Financial Network
Minnesota
$107K +$221 +26 +0.2%
WCM
102
WealthBridge Capital Management
Ohio
$105K +$2.13K +250 +2%
WA
103
Wealth Alliance
New York
$104K +$101K +11,816 New
WF
104
Welch & Forbes
Massachusetts
$101K
BB
105
Busey Bank
Illinois
$100K
SPC
106
Sigma Planning Corp
Michigan
$99K -$7.66K -900 -7%
BAS
107
Brown Advisory Securities
Maryland
$98K
FSA
108
Financial Sense Advisors
California
$96K
OAM
109
Occidental Asset Management
California
$94K
HCM
110
Hollencrest Capital Management
California
$93K
PA
111
PFG Advisors
Arizona
$92K +$2.42K +285 +3%
FAM
112
Formidable Asset Management
Ohio
$92K +$88.9K +10,450 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$90K -$14K -1,650 -14%
IWM
114
IHT Wealth Management
Illinois
$89K
BWP
115
Baldwin Wealth Partners
Massachusetts
$88K
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
$88K
SWM
117
Stockman Wealth Management
Montana
$88K
MA
118
MUFG Americas
New York
$88K +$85.7K +10,071 New
APA
119
American Portfolios Advisors
New York
$73.7K +$3.4K +400 +5%
TCOV
120
Trust Company of Vermont
Vermont
$67K
MRCM
121
M&R Capital Management
New Jersey
$61K
CCMW
122
Cypress Capital Management (Wyoming)
Wyoming
$44K
IF
123
Ironwood Financial
Arizona
$44K
NFG
124
Next Financial Group
Texas
$38K +$11.5K +1,350 +46%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$37K

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.