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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
SW
101
SVB Wealth
Massachusetts
$189K
BRWM
102
B. Riley Wealth Management
Tennessee
$188K +$243 +27 +0.1%
QCIG
103
Quad-Cities Investment Group
Iowa
$184K +$1.9K +212 +1%
OIA
104
Optimum Investment Advisors
Illinois
$175K +$683 +76 +0.4%
FFG
105
Ford Financial Group
California
$166K +$1.64K +182 +1%
MWA
106
Meridian Wealth Advisors
Texas
$163K
AF
107
Advisornet Financial
Minnesota
$158K
Fisher Asset Management
108
Fisher Asset Management
Washington
$157K +$152K +16,890 New
Franklin Resources
109
Franklin Resources
California
$154K +$3.04K +339 +2%
AWA
110
Arkadios Wealth Advisors
Georgia
$153K +$14.8K +1,644 +11%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$153K +$32.9K +3,661 +29%
CA
112
Cetera Advisors
Colorado
$153K +$38.7K +4,306 +36%
PGWM
113
Parisi Gray Wealth Management
New Jersey
$148K
9WM
114
9258 Wealth Management
Ohio
$147K -$9.83K -1,094 -6%
BPB
115
Badgley, Phelps & Bell
Washington
$147K
BW
116
Bison Wealth
Georgia
$144K +$2.87K +320 +2%
LFF
117
Level Four Financial
Texas
$138K
CCG
118
Capital CS Group
California
$137K -$31.7K -3,526 -19%
VHAM
119
Van Hulzen Asset Management
California
$135K +$131K +14,555 New
IFG
120
Independent Financial Group
California
$134K +$33.3K +3,708 +35%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$133K
GI
122
Gradient Investments
Minnesota
$130K +$126K +14,000 New
BAM
123
Belpointe Asset Management
Nevada
$129K
NS
124
Newman & Schimel
Illinois
$123K
WCM
125
WealthBridge Capital Management
Ohio
$121K +$2.42K +270 +2%

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.