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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 187 → 188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.46M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M
3
Jane Street
Jane Street
New York
+$1.26M
4
HF
HRT Financial
New York
+$1.13M
5
GC
Guggenheim Capital
Illinois
+$988K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.55M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.75M
3
Citigroup
Citigroup
New York
-$2.9M
4
AAM
Advisors Asset Management
Colorado
-$2.87M
5
RA
RFG Advisory
Alabama
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$731K +$10.4K +1,000 +1%
SWA
52
Sax Wealth Advisors
New Jersey
$730K +$52.1K +5,000 +7%
AIP
53
Ahrens Investment Partners
Louisiana
$729K +$760K +72,936 New
DADC
54
D.A. Davidson & Co
Montana
$705K +$208K +19,986 +40%
EVM
55
Eaton Vance Management
Massachusetts
$666K -$15.8K -1,515 -2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$662K -$17.2K -1,650 -2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$649K -$102K -9,787 -13%
William Blair & Company
58
William Blair & Company
Illinois
$617K – – –
MFG
59
Merit Financial Group
Georgia
$609K – – –
OC
60
Oppenheimer & Co
New York
$570K -$89.7K -8,606 -13%
CCM
61
Community Capital Management
Florida
$569K – – –
IAIM
62
International Assets Investment Management
Florida
$545K -$388K -37,200 -41%
LWM
63
Laidlaw Wealth Management
New York
$519K +$19.7K +1,890 +4%
FHA
64
Flagship Harbor Advisors
Massachusetts
$512K – – –
SWM
65
Spire Wealth Management
Virginia
$471K +$2.87K +275 +0.6%
CWM
66
Cranbrook Wealth Management
Michigan
$433K – – –
Citigroup
67
Citigroup
New York
$412K -$2.9M -278,520 -87%
AIC
68
Ameritas Investment Company
Nebraska
$411K +$761 +73 +0.2%
ECM
69
ExodusPoint Capital Management
New York
$396K +$413K +39,600 New
SWM
70
SeaCrest Wealth Management
New York
$373K – – –
WS
71
Wedbush Securities
California
$365K -$204K -19,576 -35%
TPCW
72
TD Private Client Wealth
New York
$351K – – –
SWP
73
Stratos Wealth Partners
Ohio
$349K +$68K +6,520 +23%
CB
74
Commerce Bank
Missouri
$335K – – –
SFPG
75
Stonebridge Financial Planning Group
Florida
$331K -$15.1K -1,447 -4%
1 2
3
4 5

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.