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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 156 → 158 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.26M
2
RJA
Raymond James & Associates
Florida
+$2.94M
3
AAM
Advisors Asset Management
Colorado
+$2.47M
4
Wells Fargo
Wells Fargo
California
+$1.53M
5
Ameriprise
Ameriprise
Minnesota
+$968K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$2.21M
2
WAM
Wolverine Asset Management
Illinois
-$2.09M
3
CI
Conning Inc
Connecticut
-$1.86M
4
Bank of America
Bank of America
North Carolina
-$1.14M
5
Invesco
Invesco
Georgia
-$859K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$4K +$4.09K +500 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$4K +$4.09K +500 New
CB
153
Community Bank
New York
$3K – – –
SFS
154
Sowell Financial Services
Arkansas
$2K +$1.97K +240 New
AWM
155
AllSquare Wealth Management
New York
$2K +$2.05K +250 New
GRP
156
Global Retirement Partners
California
$1K – – –
GWMIA
157
Global Wealth Management Investment Advisory
Florida
$1K +$1.17K +143 New
DA
158
Doliver Advisors
Texas
– -$2.21M -267,000 Closed
WAM
159
Wolverine Asset Management
Illinois
– -$2.09M -251,979 Closed
LCM
160
Landscape Capital Management
New Jersey
– -$503K -60,622 Closed
Millennium Management
161
Millennium Management
New York
– -$415K -50,100 Closed
WAM
162
Weiss Asset Management
Massachusetts
– -$175K -21,072 Closed
Truist Financial
163
Truist Financial
North Carolina
– -$171K -20,614 Closed
CWP
164
Capital Wealth Planning
Florida
– -$148K -17,852 Closed
Geode Capital Management
165
Geode Capital Management
Massachusetts
– -$127K -15,379 Closed
Jane Street
166
Jane Street
New York
– -$102K -12,326 Closed
Walleye Capital
167
Walleye Capital
New York
– -$100K -12,100 Closed
BRWM
168
B. Riley Wealth Management
Tennessee
– -$97 -11,709 Closed
KA
169
Kovack Advisors
Florida
– -$93K -11,205 Closed
NA
170
NewEdge Advisors
Louisiana
– -$87K -10,531 Closed
M&T Bank
171
M&T Bank
New York
– -$85K -10,309 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$83K -10,071 Closed
CCA
173
Checchi Capital Advisers
California
– -$83K -10,000 Closed
MGIA
174
Moneta Group Investment Advisors
Missouri
– -$70K -8,444 Closed
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
– -$34K -4,075 Closed
4 5 6
7
8

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.