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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

158 hedge funds and large institutions have $394M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 156158 (+2)

0% more capital invested

Capital invested by funds: $393M → $394M (+$755K)

0.15% more ownership

Funds ownership: 15.65%15.81% (+0.15%)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
57
Reduced
35
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$37K
GWAG
127
Garrett Wealth Advisory Group
Texas
$28.3K +$28.2K +3,447 New
CFB
128
Cullen/Frost Bankers
Texas
$28K +$27.7K +3,384 New
AF
129
Advisornet Financial
Minnesota
$26K
RIA
130
Realta Investment Advisors
Delaware
$26K
NFG
131
Next Financial Group
Texas
$24K
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$23K -$35.6K -4,350 -61%
FMP
133
Financial Management Professionals
Texas
$23K
FANJ
134
Financial Architects (New Jersey)
New Jersey
$23K +$22.9K +2,800 New
CPA
135
Cowen Prime Advisors
New York
$22K
BC
136
Bartlett & Co
Ohio
$21K
HGWM
137
Harvest Group Wealth Management
Massachusetts
$21K
BCWM
138
Bartlett & Co Wealth Management
Ohio
$20.6K
HPC
139
HM Payson & Co
Maine
$20K +$19.9K +2,436 New
CAC
140
Certified Advisory Corp
Florida
$15K +$8.19K +1,000 +118%
BC
141
Barnett & Company
Tennessee
$14K +$14.4K +1,760 New
SF
142
Synovus Financial
Georgia
$13K -$26.9K -3,279 -68%
CFA
143
Carroll Financial Associates
North Carolina
$9K -$4.05K -495 -30%
PGAM
144
Princeton Global Asset Management
New Jersey
$8K
SIS
145
Sound Income Strategies
Florida
$8K
TC
146
Trust Company
Kansas
$8K +$8.19K +1,000 New
BWA
147
BDO Wealth Advisors
Florida
$7K
HS
148
Horan Securities
United States
$7K +$147 +18 +2%
WC
149
Weil Company
California
$7K +$7.17K +875 New
GWM
150
Geneos Wealth Management
Colorado
$6K

EXG Hedge Fund Activity: Q3 2019 in Review

158 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2019, worth a combined $394M — up 0.19% from $393M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EXG positions and 23 closed out — a net gain of 3 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.26M. The largest seller was Doliver Advisors, exiting entirely with an estimated $2.21M sold.

  • 158 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2019, up from 156 in Q2 2019.
  • Funds reported $394M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2019, up 0.19% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2019 and 23 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $3.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2019 was Doliver Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2019.