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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
NGA
126
Naples Global Advisors
Florida
$77K -$8.55K -1,125 -10%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$74K -$2.28K -300 -3%
BWP
128
Baldwin Wealth Partners
Massachusetts
$74K
SWM
129
Stockman Wealth Management
Montana
$74K
WA
130
Wealth Alliance
New York
$74K +$76.2K +10,027 New
VF
131
Virtu Financial
New York
$74K +$76.3K +10,049 New
APA
132
American Portfolios Advisors
New York
$61.8K
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$54K +$55.3K +7,284 New
RG
134
Retirement Group
California
$51K
HPC
135
HM Payson & Co
Maine
$47K
JP Morgan Chase
136
JP Morgan Chase
New York
$46K -$18.4K -2,420 -28%
US Bancorp
137
US Bancorp
Minnesota
$44K +$43.7K +5,757 +2,071%
CCMW
138
Cypress Capital Management (Wyoming)
Wyoming
$39K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$37K
NFG
140
Next Financial Group
Texas
$37K +$38.1K +5,016 New
Barclays
141
Barclays
United Kingdom
$34K +$30.9K +4,071 New
EP
142
Eudaimonia Partners
Tennessee
$31K
BWL
143
Bogart Wealth LLC
Virginia
$29K
MRCM
144
M&R Capital Management
New Jersey
$25K
NSIM
145
North Star Investment Management
Illinois
$25K +$615 +81 +2%
VFA
146
Valeo Financial Advisors
Indiana
$22K
FMP
147
Financial Management Professionals
Texas
$21K
CPA
148
Cowen Prime Advisors
New York
$20K
HGWM
149
Harvest Group Wealth Management
Massachusetts
$19K
Deutsche Bank
150
Deutsche Bank
Germany
$19K +$19.3K +2,539 New

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.