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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

188 hedge funds and large institutions have $530M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

1% more funds holding

Funds holding: 187188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 18.08%17.51% (-0.57%)

5% less capital invested

Capital invested by funds: $559M → $530M (-$28.6M)

Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
53
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.22M -$6.91K -663 -0.2%
AAS
27
Avantax Advisory Services
Texas
$3.09M +$149K +14,330 +5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.85M +$501K +48,067 +20%
MGWM
29
Marks Group Wealth Management
Minnesota
$2.32M
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$2.21M -$197K -18,911 -8%
PCM
31
Pointe Capital Management
Michigan
$1.89M -$67.4K -6,471 -3%
JWCA
32
J.W. Cole Advisors
Florida
$1.83M +$821K +78,731 +75%
OPS
33
Orion Portfolio Solutions
Nebraska
$1.79M -$29K -2,780 -2%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$1.6M +$30.4K +2,918 +2%
Truist Financial
35
Truist Financial
North Carolina
$1.59M +$242K +23,258 +17%
BRWA
36
B. Riley Wealth Advisors
Florida
$1.45M +$73.1K +7,015 +5%
SPIA
37
Steward Partners Investment Advisory
New York
$1.45M +$52K +4,986 +4%
KAS
38
Kestra Advisory Services
Texas
$1.36M +$109K +10,418 +8%
Jane Street
39
Jane Street
New York
$1.21M +$1.26M +120,879 New
Northern Trust
40
Northern Trust
Illinois
$1.14M +$69.2K +6,641 +6%
RJT
41
Raymond James Trust
Florida
$1.12M -$183K -17,558 -14%
HF
42
HRT Financial
New York
$1.08M +$1.13M +108,359 New
CI
43
Conning Inc
Connecticut
$912K +$17.4K +1,672 +2%
CGL
44
Clarius Group LLC
Washington
$905K
LB
45
Leo Brokerage
Texas
$888K
AWA
46
Arkadios Wealth Advisors
Georgia
$838K -$91.4K -8,765 -9%
DJYG
47
David J. Yvars Group
Florida
$834K +$1.03K +99 +0.1%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$795K +$10.4K +1,000 +1%
CAN
49
Cetera Advisor Networks
California
$787K -$12.8K -1,228 -2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$740K -$71.9K -6,900 -9%

EXG Hedge Fund Activity: Q3 2021 in Review

188 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2021, worth a combined $530M — down 5.1% from $559M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EXG positions and 18 closed out — a net gain of 7 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.46M. The largest seller was Invesco, cutting an estimated $7.55M.

  • 188 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2021, up from 187 in Q2 2021.
  • Funds reported $530M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2021, down 5.1% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2021 and 18 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $2.46M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2021 was Invesco, an estimated $7.55M sold.

Based on aggregated 13F filings for Q3 2021.