We are live on ! Find out more
EXG icon

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
BPB
101
Badgley, Phelps & Bell
Washington
$116K +$120K +15,796 New
BW
102
Bison Wealth
Georgia
$109K +$2.7K +355 +2%
Jane Street
103
Jane Street
New York
$107K -$154K -20,269 -58%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$106K
AF
105
Advisornet Financial
Minnesota
$105K
HF
106
HRT Financial
New York
$104K -$384K -50,485 -78%
BAM
107
Belpointe Asset Management
Nevada
$102K
UCFA
108
United Capital Financial Advisors
Texas
$102K +$106K +13,923 New
SW
109
SVB Wealth
Massachusetts
$98K +$101K +13,350 New
FFN
110
Focus Financial Network
Minnesota
$95.6K +$243 +32 +0.2%
MA
111
Mutual Advisors
Nebraska
$93K +$577 +76 +0.6%
WCM
112
WealthBridge Capital Management
Ohio
$92K +$94.8K +12,478 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$91K +$94K +12,375 New
HB
114
Homrich & Berg
Georgia
$91K +$94.4K +12,424 New
AWM
115
AE Wealth Management
Kansas
$90K -$532 -70 -0.6%
CWC
116
Carolinas Wealth Consulting
North Carolina
$89K +$91.5K +12,042 New
MFG
117
Merit Financial Group
Georgia
$88K -$7.6K -1,000 -8%
CWM
118
Cornerstone Wealth Management
Missouri
$88K +$11.4K +1,504 +14%
WF
119
Welch & Forbes
Massachusetts
$85K
BAS
120
Brown Advisory Securities
Maryland
$84K +$1.17K +154 +1%
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$81K
JF
122
Jump Financial
Illinois
$79K +$82K +10,800 New
PA
123
PFG Advisors
Arizona
$78K -$5.74K -755 -7%
HCM
124
Hollencrest Capital Management
California
$78K
JCM
125
Jacobi Capital Management
Pennsylvania
$78K +$1.7K +224 +2%

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.