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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 207231 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$731K +$26.3K +2,718 +4%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$715K +$2.23K +230 +0.3%
WE
53
Wealth Effects
Massachusetts
$651K -$9.57K -989 -1%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$615K +$9.27K +958 +2%
MFG
55
Merit Financial Group
Georgia
$613K +$3.52K +364 +0.6%
William Blair & Company
56
William Blair & Company
Illinois
$600K
DADC
57
D.A. Davidson & Co
Montana
$581K +$3.27K +338 +0.6%
WOSD
58
WFA of San Diego
California
$570K -$158K -16,338 -22%
AWS
59
Atria Wealth Solutions
New York
$547K +$545K +56,343 New
OC
60
Oppenheimer & Co
New York
$546K -$85.3K -8,817 -14%
FHA
61
Flagship Harbor Advisors
Massachusetts
$540K -$14.1K -1,459 -3%
DJYG
62
David J. Yvars Group
Florida
$538K -$135K -13,998 -20%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$538K +$321K +33,190 +149%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$514K -$144K -14,871 -22%
AAS
65
Ameritas Advisory Services
Nebraska
$489K -$15.6K -1,616 -3%
KAS
66
Kestra Advisory Services
Texas
$485K -$790K -81,666 -62%
SWM
67
Spire Wealth Management
Virginia
$472K +$4.52K +467 +1%
AC
68
Avory & Company
Florida
$457K +$456K +47,080 New
LA
69
Lifeworks Advisors
Michigan
$447K +$446K +46,048 New
IAIM
70
International Assets Investment Management
Florida
$425K -$70.4K -7,280 -14%
CWM
71
Cranbrook Wealth Management
Michigan
$421K
JWCA
72
J.W. Cole Advisors
Florida
$406K -$2.79M -288,281 -87%
MA
73
MKT Advisors
California
$387K -$2.6K -269 -0.6%
IAG
74
Investmark Advisory Group
Connecticut
$384K +$5.35K +553 +1%
AWA
75
Arkadios Wealth Advisors
Georgia
$366K -$658K -67,955 -64%

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.