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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

231 hedge funds and large institutions have $530M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

12% more funds holding

Funds holding: 207 → 231 (+24)

0.62% more ownership

Funds ownership: 17.41% → 18.04% (+0.62%)

5% less capital invested

Capital invested by funds: $558M → $530M (-$27.8M)

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
73
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$8.74M
3
SFS
Shaker Financial Services
Virginia
+$2.07M
4
GC
Guggenheim Capital
Illinois
+$971K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$918K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.83M
2
JWCA
J.W. Cole Advisors
Florida
-$2.79M
3
Invesco
Invesco
Georgia
-$1.88M
4
LPL Financial
LPL Financial
California
-$1.72M
5
AAM
Advisors Asset Management
Colorado
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CoreCap Advisors
Michigan
$3.7M +$101K +10,473 +3%
CF
27
Centaurus Financial
California
$3.37M +$123K +12,720 +4%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$3.29M – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$3.04M -$103K -10,631 -3%
CAN
30
Cetera Advisor Networks
California
$2.77M +$153K +15,782 +6%
SFS
31
Shaker Financial Services
Virginia
$2.49M +$2.07M +213,923 +505%
MGWM
32
Marks Group Wealth Management
Minnesota
$2.25M -$2.7K -279 -0.1%
Truist Financial
33
Truist Financial
North Carolina
$2.2M +$111K +11,520 +5%
BRWA
34
B. Riley Wealth Advisors
Florida
$2.04M +$142K +14,700 +8%
PCM
35
Pointe Capital Management
Michigan
$1.72M -$142K -14,717 -8%
SPIA
36
Steward Partners Investment Advisory
New York
$1.43M -$52K -5,378 -4%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.32M -$405K -41,897 -24%
SI
38
Saxon Interests
Texas
$1.15M +$252K +26,060 +28%
Northern Trust
39
Northern Trust
Illinois
$1.01M -$104K -10,770 -9%
CGL
40
Clarius Group LLC
Washington
$967K – – –
CI
41
Conning Inc
Connecticut
$924K +$19K +1,961 +2%
EVM
42
Eaton Vance Management
Massachusetts
$914K +$2.54K +262 +0.3%
NAG
43
Northstar Advisory Group
New Jersey
$875K +$336K +34,700 +63%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$871K +$48K +4,956 +6%
LB
45
Leo Brokerage
Texas
$863K +$860K +88,886 New
RJT
46
Raymond James Trust
Florida
$813K -$108K -11,180 -12%
MPCG
47
Matrix Private Capital Group
New York
$793K +$46.4K +4,800 +6%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$774K +$581 +60 +0.1%
SWP
49
Stratos Wealth Partners
Ohio
$750K +$384K +39,659 +105%
SWA
50
Sax Wealth Advisors
New Jersey
$749K +$38.7K +4,000 +5%
1
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3 4 5

EXG Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2022, worth a combined $530M — down 5% from $558M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXG positions and 11 closed out — a net gain of 27 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $10.9M. The largest seller was Bank of America, cutting an estimated $2.83M.

  • 231 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2022, up from 207 in Q4 2021.
  • Funds reported $530M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2022, down 5% quarter-over-quarter.
  • 38 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2022 and 11 closed out, a net change of +27 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2022 was Formidable Asset Management, an estimated $10.9M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2022 was Bank of America, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2022.