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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
Morgan Stanley
1
Morgan Stanley
New York
$183M +$824K +100,574 +0.5%
Bank of America
2
Bank of America
North Carolina
$28.5M -$1.14M -139,471 -4%
Invesco
3
Invesco
Georgia
$23.3M -$859K -104,847 -4%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.8M -$350K -42,721 -3%
AAM
5
Advisors Asset Management
Colorado
$10.7M +$2.47M +301,292 +30%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.4M -$238K -29,034 -2%
UBS Group
7
UBS Group
Switzerland
$10.1M +$406K +49,547 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.86M +$3.26M +397,683 +50%
GC
9
Guggenheim Capital
Illinois
$9.69M +$418K +51,060 +5%
RJA
10
Raymond James & Associates
Florida
$8.93M +$2.94M +359,527 +49%
Cohen & Steers
11
Cohen & Steers
New York
$7M -$398K -48,632 -5%
Ameriprise
12
Ameriprise
Minnesota
$6.53M +$968K +118,173 +17%
Wells Fargo
13
Wells Fargo
California
$5.24M +$1.53M +187,243 +42%
LPL Financial
14
LPL Financial
California
$5.13M -$818K -99,858 -14%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.42M -$120K -14,711 -3%
KFP
16
KMG Fiduciary Partners
Ohio
$3.76M +$20.5K +2,499 +0.5%
Stifel Financial
17
Stifel Financial
Missouri
$3.38M +$30.9K +3,769 +0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.38M +$95.1K +11,611 +3%
Citigroup
19
Citigroup
New York
$2.82M +$316K +38,537 +13%
FWM
20
Focused Wealth Management
New York
$2.67M +$144K +17,533 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.36M +$47.6K +5,808 +2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.35M +$146K +17,827 +7%
IWA
23
IBEX Wealth Advisors
New Jersey
$2.1M +$123K +14,972 +6%
PCM
24
Pointe Capital Management
Michigan
$2.08M -$199K -24,268 -9%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$2M +$14.6K +1,786 +0.7%

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.