Eaton Vance Tax-Managed Global Diversified Equity Income Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.26M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.99M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.53M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.43M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$12.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 5 |
Jane Street
New York
|
-$1.21M |
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.