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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
62
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.26M
2
CAN
Cetera Advisor Networks
California
+$1.99M
3
JWCA
J.W. Cole Advisors
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.43M
5
ARC
Advisor Resource Council
Texas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$12.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.21M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.49M
5
Jane Street
Jane Street
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
76
TD Private Client Wealth
New York
$375K – – –
AIP
77
Ahrens Investment Partners
Louisiana
$368K -$401K -38,479 -53%
MC
78
Moors & Cabot
Massachusetts
$367K +$70.9K +6,796 +25%
CB
79
Commerce Bank
Missouri
$358K – – –
B
80
Bridgeworth
Alabama
$349K +$342K +32,750 New
VVP
81
Venture Visionary Partners
Ohio
$338K – – –
MML Investors Services
82
MML Investors Services
Massachusetts
$336K -$1.88K -180 -0.6%
PAG
83
Private Advisor Group
New Jersey
$334K -$4.62K -443 -1%
SWM
84
Stockman Wealth Management
Montana
$320K – – –
KA
85
Kovack Advisors
Florida
$314K -$2.66K -255 -0.9%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$314K +$949 +91 +0.3%
SFPG
87
Stonebridge Financial Planning Group
Florida
$298K -$4.91K -471 -2%
CG
88
Colony Group
Massachusetts
$296K – – –
SI
89
Stephens Inc
Arkansas
$294K -$21.3K -2,044 -7%
MWM
90
Mission Wealth Management
California
$290K – – –
Creative Planning
91
Creative Planning
Kansas
$288K +$19.7K +1,885 +8%
BRWM
92
B. Riley Wealth Management
Tennessee
$287K +$52.6K +5,040 +23%
HNWAG
93
High Net Worth Advisory Group
Florida
$284K +$277K +26,600 New
CWC
94
Carolinas Wealth Consulting
North Carolina
$273K -$42 -4 -0%
CAN
95
Claraphi Advisory Network
United States
$269K +$29.5K +2,829 +13%
MSAM
96
Moloney Securities Asset Management
Missouri
$254K -$17.8K -1,706 -7%
AWM
97
Axxcess Wealth Management
California
$248K +$242K +23,223 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$238K -$53.5K -5,125 -19%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$233K +$227K +21,796 New
SW
100
SVB Wealth
Massachusetts
$227K +$36.1K +3,459 +19%
2 3
4
5 6

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.