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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

207 hedge funds and large institutions have $558M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

10% more funds holding

Funds holding: 188 → 207 (+19)

5% more capital invested

Capital invested by funds: $530M → $558M (+$28.4M)

0.1% less ownership

Funds ownership: 17.51% → 17.41% (-0.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
62
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.26M
2
CAN
Cetera Advisor Networks
California
+$1.99M
3
JWCA
J.W. Cole Advisors
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.43M
5
ARC
Advisor Resource Council
Texas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$12.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.21M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.49M
5
Jane Street
Jane Street
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$3.52M +$1.53M +146,473 +80%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.46M +$12K +1,154 +0.4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.4M +$350K +33,562 +12%
CAN
29
Cetera Advisor Networks
California
$2.88M +$1.99M +191,086 +243%
MGWM
30
Marks Group Wealth Management
Minnesota
$2.48M -$1.16K -111 -0%
Truist Financial
31
Truist Financial
North Carolina
$2.29M +$580K +55,614 +35%
BRWA
32
B. Riley Wealth Advisors
Florida
$2.09M +$528K +50,632 +35%
PCM
33
Pointe Capital Management
Michigan
$2.04M +$23.5K +2,250 +1%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.9M -$6.49K -622 -0.3%
SPIA
35
Steward Partners Investment Advisory
New York
$1.62M +$79.3K +7,605 +5%
KAS
36
Kestra Advisory Services
Texas
$1.4M -$44.5K -4,264 -3%
Northern Trust
37
Northern Trust
Illinois
$1.23M +$13K +1,243 +1%
AWA
38
Arkadios Wealth Advisors
Georgia
$1.13M +$226K +21,704 +26%
ARC
39
Advisor Resource Council
Texas
$1.05M +$1.03M +98,874 New
FAM
40
Formidable Asset Management
Ohio
$1.05M -$12.1M -1,162,829 -92%
RJT
41
Raymond James Trust
Florida
$1.01M -$179K -17,192 -15%
EVM
42
Eaton Vance Management
Massachusetts
$1M +$2.61K +250 +0.3%
CI
43
Conning Inc
Connecticut
$994K +$19.6K +1,879 +2%
SI
44
Saxon Interests
Texas
$985K +$968K +92,804 New
CGL
45
Clarius Group LLC
Washington
$967K – – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$904K -$783K -75,061 -47%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$850K +$522 +50 +0.1%
MPCG
48
Matrix Private Capital Group
New York
$820K +$801K +76,819 New
WOSD
49
WFA of San Diego
California
$801K +$783K +75,086 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$785K +$3.47K +333 +0.5%
1
2
3 4 5

EXG Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2021, worth a combined $558M — up 5.4% from $530M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXG positions and 21 closed out — a net gain of 23 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.26M. The largest seller was Formidable Asset Management, cutting an estimated $12.1M.

  • 207 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2021, up from 188 in Q3 2021.
  • Funds reported $558M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
  • 44 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2021 and 21 closed out, a net change of +23 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $2.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2021 was Formidable Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.