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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
Morgan Stanley
1
Morgan Stanley
New York
$190M -$5.37M -631,570 -3%
Bank of America
2
Bank of America
North Carolina
$30.8M +$344K +40,464 +1%
Invesco
3
Invesco
Georgia
$28.1M +$3.13M +367,922 +13%
Cohen & Steers
4
Cohen & Steers
New York
$14.2M +$6.46M +759,405 +89%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.1M +$2.45M +287,998 +24%
BCI
6
Brinker Capital Investments
Pennsylvania
$12.3M -$1.31M -154,001 -10%
AAM
7
Advisors Asset Management
Colorado
$12.3M +$848K +99,627 +8%
UBS Group
8
UBS Group
Switzerland
$12M +$1.25M +147,156 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.6M +$508K +59,670 +5%
RJA
10
Raymond James & Associates
Florida
$10.6M +$1M +117,981 +11%
GC
11
Guggenheim Capital
Illinois
$9.18M -$1.14M -134,184 -11%
Ameriprise
12
Ameriprise
Minnesota
$7.01M +$31K +3,643 +0.5%
Wells Fargo
13
Wells Fargo
California
$5.94M +$337K +39,621 +6%
LPL Financial
14
LPL Financial
California
$5.5M +$22.3K +2,621 +0.4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4.54M -$186K -21,805 -4%
KFP
16
KMG Fiduciary Partners
Ohio
$4.03M +$16.4K +1,926 +0.4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.56M -$46.4K -5,459 -1%
Stifel Financial
18
Stifel Financial
Missouri
$3.55M -$63.8K -7,504 -2%
FWM
19
Focused Wealth Management
New York
$3.32M +$457K +53,687 +17%
Citigroup
20
Citigroup
New York
$2.88M -$132K -15,533 -5%
AWM
21
Argent Wealth Management
Massachusetts
$2.69M +$2.61M +306,773 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.44M -$70.3K -8,262 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.41M -$108K -12,665 -4%
AAS
24
Avantax Advisory Services
Texas
$2.39M +$2.32M +273,030 New
IWA
25
IBEX Wealth Advisors
New Jersey
$2.28M +$35K +4,109 +2%

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.