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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

193 hedge funds and large institutions have $503M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

21% more capital invested

Capital invested by funds: $417M → $503M (+$85.6M)

14% more funds holding

Funds holding: 169 → 193 (+24)

0.22% more ownership

Funds ownership: 18.71% → 18.93% (+0.22%)

Holders
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
59
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$11M
2
Wells Fargo
Wells Fargo
California
+$2.21M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.08M
5
LB
Leo Brokerage
Texas
+$719K

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$4.44M
2
KIM
Karpus Investment Management
New York
-$2.25M
3
Morgan Stanley
Morgan Stanley
New York
-$1.53M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
5
Ameriprise
Ameriprise
Minnesota
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
101
Capital CS Group
California
$160K +$147K +18,225 New
FFG
102
Ford Financial Group
California
$155K +$1.61K +199 +1%
MML Investors Services
103
MML Investors Services
Massachusetts
$153K -$550 -68 -0.4%
MWA
104
Meridian Wealth Advisors
Texas
$153K – – –
AF
105
Advisornet Financial
Minnesota
$149K +$21.5K +2,654 +19%
9WM
106
9258 Wealth Management
Ohio
$148K – – –
Franklin Resources
107
Franklin Resources
California
$142K +$3.04K +376 +2%
CWC
108
Carolinas Wealth Consulting
North Carolina
$141K +$32.9K +4,072 +34%
PGWM
109
Parisi Gray Wealth Management
New Jersey
$140K – – –
BPB
110
Badgley, Phelps & Bell
Washington
$139K – – –
BW
111
Bison Wealth
Georgia
$133K +$2.92K +361 +2%
LFF
112
Level Four Financial
Texas
$130K +$120K +14,815 New
AWA
113
Arkadios Wealth Advisors
Georgia
$130K +$121K +14,914 New
LWM
114
Laidlaw Wealth Management
New York
$128K +$119K +14,652 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$126K – – –
BAM
116
Belpointe Asset Management
Nevada
$122K – – –
NS
117
Newman & Schimel
Illinois
$116K +$107K +13,200 New
WCM
118
WealthBridge Capital Management
Ohio
$112K +$2.45K +303 +2%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$112K +$22.7K +2,800 +28%
BAS
120
Brown Advisory Securities
Maryland
$111K +$9.29K +1,149 +10%
IWC
121
Integrated Wealth Concepts
Massachusetts
$109K – – –
Bank of New York Mellon
122
Bank of New York Mellon
New York
$109K +$100K +12,413 New
FFN
123
Focus Financial Network
Minnesota
$108K -$5.8K -717 -6%
CA
124
Cetera Advisors
Colorado
$106K -$107K -13,194 -52%
MA
125
Mutual Advisors
Nebraska
$105K -$5.87K -726 -6%
3 4
5
6 7

EXG Hedge Fund Activity: Q4 2020 in Review

193 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2020, worth a combined $503M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXG positions and 15 closed out — a net gain of 24 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $11M. The largest seller was RFG Advisory, cutting an estimated $4.44M.

  • 193 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2020, up from 169 in Q3 2020.
  • Funds reported $503M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2020, up 21% quarter-over-quarter.
  • 39 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2020 and 15 closed out, a net change of +24 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2020 was Formidable Asset Management, an estimated $11M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2020 was RFG Advisory, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2020.