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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
MML Investors Services
76
MML Investors Services
Massachusetts
$317K +$5.9K +566 +2%
PAG
77
Private Advisor Group
New Jersey
$317K +$5.94K +570 +2%
VVP
78
Venture Visionary Partners
Ohio
$316K – – –
SWM
79
Stockman Wealth Management
Montana
$300K – – –
KA
80
Kovack Advisors
Florida
$297K +$1.14K +109 +0.4%
SI
81
Stephens Inc
Arkansas
$296K +$21.2K +2,033 +7%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$293K +$865 +83 +0.3%
OFG
83
OTA Financial Group
New York
$286K +$299K +28,658 New
HI
84
Harbour Investments
Wisconsin
$278K +$2.32K +223 +0.8%
CG
85
Colony Group
Massachusetts
$277K -$2.24K -215 -0.8%
MC
86
Moors & Cabot
Massachusetts
$275K -$7.53K -722 -3%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$274K -$321K -30,790 -53%
MWM
88
Mission Wealth Management
California
$272K – – –
CCG
89
Capital CS Group
California
$271K +$141K +13,568 +103%
IFG
90
Independent Financial Group
California
$257K – – –
CWC
91
Carolinas Wealth Consulting
North Carolina
$256K – – –
MSAM
92
Moloney Securities Asset Management
Missouri
$254K +$1.06K +102 +0.4%
Creative Planning
93
Creative Planning
Kansas
$251K – – –
Millennium Management
94
Millennium Management
New York
$242K +$252K +24,194 New
CAN
95
Claraphi Advisory Network
United States
$224K +$6K +576 +3%
BRWM
96
B. Riley Wealth Management
Tennessee
$218K -$10.1K -966 -4%
ACI
97
Alpha Cubed Investments
California
$218K – – –
DI
98
Diligent Investors
California
$212K – – –
WW
99
Waterfront Wealth
Kansas
$189K -$2.21M -212,036 -92%
QCIG
100
Quad-Cities Investment Group
Iowa
$187K -$10.8K -1,034 -5%
2 3
4
5 6

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.