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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 187188 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
Ford Financial Group
California
$182K +$1.84K +177 +1%
SW
102
SVB Wealth
Massachusetts
$178K
CA
103
Cetera Advisors
Colorado
$178K +$3.63K +348 +2%
MWA
104
Meridian Wealth Advisors
Texas
$175K
SSC
105
Syverson Strege & Co
Iowa
$174K +$135 +13 +0.1%
Franklin Resources
106
Franklin Resources
California
$172K +$3.28K +315 +2%
AF
107
Advisornet Financial
Minnesota
$169K
CF
108
Copperwynd Financial
Arizona
$166K -$18.7K -1,797 -10%
VHAM
109
Van Hulzen Asset Management
California
$164K +$4.17K +400 +2%
CAG
110
Csenge Advisory Group
Florida
$163K +$168K +16,101 New
EWA
111
Exencial Wealth Advisors
Oklahoma
$163K +$170K +16,272 New
PGWM
112
Parisi Gray Wealth Management
New Jersey
$162K
BW
113
Bison Wealth
Georgia
$161K +$3.05K +293 +2%
BPWM
114
Badgley Phelps Wealth Managers
Washington
$158K +$165K +15,796 New
OBWG
115
Onyx Bridge Wealth Group
New York
$156K +$155K +14,850 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$148K
LFF
117
Level Four Financial
Texas
$148K
HA
118
Herold Advisors
New York
$147K +$154K +14,775 New
9WM
119
9258 Wealth Management
Ohio
$143K -$14.6K -1,400 -9%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$141K -$2.58K -248 -2%
GI
121
Gradient Investments
Minnesota
$140K
BAM
122
Belpointe Asset Management
Nevada
$137K -$1.56K -150 -1%
WCM
123
WealthBridge Capital Management
Ohio
$135K +$2.57K +247 +2%
NS
124
Newman & Schimel
Illinois
$132K
US Bancorp
125
US Bancorp
Minnesota
$130K

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.