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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
ASN
151
Advisory Services Network
Georgia
$16K +$16.4K +2,159 New
NFSG
152
Newbridge Financial Services Group
Florida
$15K +$15.3K +2,008 New
BC
153
Barnett & Company
Tennessee
$13K
GWM
154
Geneos Wealth Management
Colorado
$13K
HIA
155
Harbor Investment Advisory
Maryland
$12K
ANBT
156
American National Bank & Trust
Texas
$8K
APWA
157
Atlas Private Wealth Advisors
New Jersey
$7K
BWA
158
BDO Wealth Advisors
Florida
$7K
PGAM
159
Princeton Global Asset Management
New Jersey
$7K
SIS
160
Sound Income Strategies
Florida
$7K
BC
161
Bartlett & Co
Ohio
$6K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$5.52K
CFGS
163
Concourse Financial Group Securities
Alabama
$3K
FHC
164
First Horizon Corporation
Tennessee
$3K +$3.8K +500 New
AWM
165
AllSquare Wealth Management
New York
$2K
SFS
166
Sowell Financial Services
Arkansas
$2K
CFA
167
Carroll Financial Associates
North Carolina
$1K -$6.84K -900 -78%
Millennium Management
168
Millennium Management
New York
$86 +$88.7K +11,671 New
IWA
169
IBEX Wealth Advisors
New Jersey
-$2.14M -290,408 Closed
PPA
170
Parametric Portfolio Associates
Washington
-$418K -56,668 Closed
BMO
171
Beck Mack & Oliver
New York
-$207K -28,000 Closed
SAS
172
Stelac Advisory Services
New York
-$188K -23,533 Closed
DA
173
Doliver Advisors
Texas
-$120K -16,198 Closed
I2I
174
Insight 2811 Inc
Illinois
-$93K -12,500 Closed
ACP
175
Aviance Capital Partners
Florida
-$79K -10,740 Closed

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.