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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

185 hedge funds and large institutions have $532M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $503M → $532M (+$29.1M)

0.05% less ownership

Funds ownership: 18.93%18.88% (-0.05%)

4% less funds holding

Funds holding: 193185 (-8)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
75
Reduced
35
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$338K
TPCW
77
TD Private Client Wealth
New York
$327K
CAN
78
Cetera Advisor Networks
California
$325K +$4.8K +535 +2%
CB
79
Commerce Bank
Missouri
$312K +$301K +33,531 New
CG
80
Colony Group
Massachusetts
$297K +$35.9K +4,000 +14%
KA
81
Kovack Advisors
Florida
$296K -$7.1K -791 -2%
PAG
82
Private Advisor Group
New Jersey
$288K -$45.7K -5,092 -14%
SWM
83
Stockman Wealth Management
Montana
$279K +$44.9K +5,000 +20%
MC
84
Moors & Cabot
Massachusetts
$278K +$47.4K +5,279 +21%
MHS
85
M Holdings Securities
Oregon
$272K +$52.1K +5,801 +25%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$271K +$817 +91 +0.3%
HI
87
Harbour Investments
Wisconsin
$264K +$255K +28,376 New
SWP
88
Stratos Wealth Partners
Ohio
$258K +$1.31K +146 +0.5%
SI
89
Stephens Inc
Arkansas
$257K +$18.6K +2,069 +8%
MWM
90
Mission Wealth Management
California
$253K
SC
91
Stolper & Co
Oklahoma
$251K
MML Investors Services
92
MML Investors Services
Massachusetts
$248K +$82.7K +9,213 +53%
WWM
93
Western Wealth Management
Colorado
$244K +$22.1K +2,461 +10%
CWC
94
Carolinas Wealth Consulting
North Carolina
$238K +$85.1K +9,480 +59%
WT
95
Whittier Trust
California
$237K
MSAM
96
Moloney Securities Asset Management
Missouri
$235K +$17.1K +1,906 +8%
CF
97
Copperwynd Financial
Arizona
$219K -$3.88K -432 -2%
ACI
98
Alpha Cubed Investments
California
$206K -$20.7K -2,310 -9%
CAN
99
Claraphi Advisory Network
United States
$203K
DI
100
Diligent Investors
California
$191K +$2.69K +299 +1%

EXG Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2021, worth a combined $532M — up 5.8% from $503M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EXG and 22 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 75 added.

The largest buyer was Waterfront Wealth, opening a new position worth an estimated $2.82M. The largest seller was Ameriprise, cutting an estimated $2.99M.

  • 185 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2021, down from 193 in Q4 2020.
  • Funds reported $532M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2021, up 5.8% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2021 and 28 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2021 was Waterfront Wealth, an estimated $2.82M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2021 was Ameriprise, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2021.