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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
BWL
126
Bogart Wealth LLC
Virginia
$35K +$33.6K +3,953 New
AF
127
Advisornet Financial
Minnesota
$28K
RIA
128
Realta Investment Advisors
Delaware
$28K
LWA
129
Lenox Wealth Advisors
New York
$27K +$26.3K +3,090 New
FANJ
130
Financial Architects (New Jersey)
New Jersey
$25K
FMP
131
Financial Management Professionals
Texas
$25K
EWM
132
EPG Wealth Management
Georgia
$25K +$23.9K +2,806 New
CPA
133
Cowen Prime Advisors
New York
$24K
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$24K
HGWM
135
Harvest Group Wealth Management
Massachusetts
$22K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$21.9K
HPC
137
HM Payson & Co
Maine
$21K
EP
138
Eudaimonia Partners
Tennessee
$20K +$19.1K +2,240 New
CAC
139
Certified Advisory Corp
Florida
$16K
ASN
140
Advisory Services Network
Georgia
$16K +$15.8K +1,859 New
BC
141
Barnett & Company
Tennessee
$15K
SF
142
Synovus Financial
Georgia
$14K
HIA
143
Harbor Investment Advisory
Maryland
$14K +$14K +1,650 New
GWM
144
Geneos Wealth Management
Colorado
$13K +$5.96K +700 +84%
CFA
145
Carroll Financial Associates
North Carolina
$10K
BWA
146
BDO Wealth Advisors
Florida
$8K
SIS
147
Sound Income Strategies
Florida
$8K
VRM
148
Vectors Research Management
New York
$4K +$4.25K +500 New
AWA
149
Arkadios Wealth Advisors
Georgia
$2.71K +$2.53K +297 New
AWM
150
AllSquare Wealth Management
New York
$2K

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.