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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
WS
76
Wedbush Securities
California
$364K -$4.97K -514 -1%
SWM
77
Silverlake Wealth Management
Vermont
$351K
PAG
78
Private Advisor Group
New Jersey
$343K +$38.8K +4,013 +13%
TPCW
79
TD Private Client Wealth
New York
$341K
DPI
80
Diversified Portfolios Inc
Michigan
$333K +$332K +34,275 New
MC
81
Moors & Cabot
Massachusetts
$328K -$5.8K -599 -2%
CB
82
Commerce Bank
Missouri
$326K
WWM
83
Western Wealth Management
Colorado
$326K +$324K +33,530 New
B
84
Bridgeworth
Alabama
$318K
MHS
85
M Holdings Securities
Oregon
$318K +$317K +32,747 New
VVP
86
Venture Visionary Partners
Ohio
$316K +$8.71K +900 +3%
KA
87
Kovack Advisors
Florida
$306K +$20.3K +2,097 +7%
SWM
88
SeaCrest Wealth Management
New York
$305K -$58.1K -6,000 -16%
MML Investors Services
89
MML Investors Services
Massachusetts
$304K -$2.54K -263 -0.8%
SFPG
90
Stonebridge Financial Planning Group
Florida
$298K +$300 +31 +0.1%
CG
91
Colony Group
Massachusetts
$295K +$25.9K +2,674 +10%
SS
92
Sunbelt Securities
Texas
$295K +$146K +15,070 +100%
IFG
93
Independent Financial Group
California
$293K -$52.7K -5,444 -15%
SWM
94
Stockman Wealth Management
Montana
$291K
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$287K +$948 +98 +0.3%
CCG
96
Capital CS Group
California
$282K -$218K -22,568 -44%
BRWM
97
B. Riley Wealth Management
Tennessee
$271K +$10.2K +1,055 +4%
SI
98
Stephens Inc
Arkansas
$270K +$2.58K +267 +1%
HNWAG
99
High Net Worth Advisory Group
Florida
$268K +$9.68K +1,000 +4%
KCIA
100
Kingsbury Capital Investment Advisors
Illinois
$265K +$264K +27,330 New

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.