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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

156 hedge funds and large institutions have $393M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

4% more capital invested

Capital invested by funds: $379M → $393M (+$13.6M)

0.23% more ownership

Funds ownership: 15.43% → 15.65% (+0.23%)

1% less funds holding

Funds holding: 157 → 156 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
60
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.47M
2
Morgan Stanley
Morgan Stanley
New York
+$4.33M
3
AAM
Advisors Asset Management
Colorado
+$2.26M
4
Cohen & Steers
Cohen & Steers
New York
+$1.96M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$708K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$4.3M
2
Bank of America
Bank of America
North Carolina
-$2.28M
3
SFS
Shaker Financial Services
Virginia
-$1.48M
4
GC
Guggenheim Capital
Illinois
-$980K
5
GFPC
Global Financial Private Capital
Florida
-$582K
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
126
Ironwood Financial
Arizona
$41K – – –
SF
127
Synovus Financial
Georgia
$40K +$594 +73 +2%
GSWM
128
Golden State Wealth Management
California
$39K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$38K – – –
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$34K -$90.5K -11,114 -73%
RIA
132
Realta Investment Advisors
Delaware
$27K +$26.5K +3,250 New
AF
133
Advisornet Financial
Minnesota
$26K – – –
NFG
134
Next Financial Group
Texas
$24K +$24K +2,950 New
FMP
135
Financial Management Professionals
Texas
$23K – – –
CPA
136
Cowen Prime Advisors
New York
$22K – – –
ESB
137
Essex Savings Bank
Connecticut
$22K – – –
BC
138
Bartlett & Co
Ohio
$21K – – –
BCWM
139
Bartlett & Co Wealth Management
Ohio
$20.7K – – –
HGWM
140
Harvest Group Wealth Management
Massachusetts
$20K – – –
HPC
141
HM Payson & Co
Maine
$20K – – –
BC
142
Barnett & Company
Tennessee
$15K – – –
CBT
143
Capital Bank & Trust
California
$14K +$13.8K +1,700 New
CFA
144
Carroll Financial Associates
North Carolina
$13K -$9.3K -1,142 -41%
PGAM
145
Princeton Global Asset Management
New Jersey
$8K – – –
SIS
146
Sound Income Strategies
Florida
$8K – – –
BWA
147
BDO Wealth Advisors
Florida
$7K – – –
OIA
148
OneDigital Investment Advisors
Kansas
$7K – – –
HS
149
Horan Securities
United States
$7K +$147 +18 +2%
CAC
150
Certified Advisory Corp
Florida
$7K +$6.88K +845 New
3 4 5
6
7

EXG Hedge Fund Activity: Q2 2019 in Review

156 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2019, worth a combined $393M — up 3.6% from $379M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EXG positions and 16 closed out — a net gain of 1 holder — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $4.47M. The largest seller was Doliver Advisors, cutting an estimated $4.3M.

  • 156 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $393M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2019, up 3.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2019 and 16 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2019 was Invesco, an estimated $4.47M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2019 was Doliver Advisors, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2019.