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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
Citigroup
101
Citigroup
New York
$225K -$211K -20,218 -49%
ACI
102
Alpha Cubed Investments
California
$225K -$7.3K -700 -3%
DI
103
Diligent Investors
California
$220K -$2.22K -213 -1%
AWA
104
Amplius Wealth Advisors
Pennsylvania
$213K +$209K +20,000 New
QCIG
105
Quad-Cities Investment Group
Iowa
$201K +$1.23K +118 +0.6%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$201K +$49K +4,700 +33%
WW
107
Waterfront Wealth
Kansas
$199K -$3.08K -295 -2%
CF
108
Copperwynd Financial
Arizona
$198K +$20K +1,921 +12%
HWM
109
Horizon Wealth Management
Illinois
$188K +$184K +17,639 New
MWA
110
Meridian Wealth Advisors
Texas
$187K – – –
SSC
111
Syverson Strege & Co
Iowa
$186K +$146 +14 +0.1%
Franklin Resources
112
Franklin Resources
California
$186K +$2.45K +235 +1%
CA
113
Cetera Advisors
Colorado
$185K -$4.64K -445 -2%
CAMG
114
CWA Asset Management Group
Florida
$185K +$181K +17,361 New
AF
115
Advisornet Financial
Minnesota
$181K – – –
BW
116
Bison Wealth
Georgia
$175K +$3.39K +325 +2%
PGWM
117
Parisi Gray Wealth Management
New Jersey
$170K – – –
BPWM
118
Badgley Phelps Wealth Managers
Washington
$169K – – –
LFAS
119
Level Four Advisory Services
Texas
$161K +$158K +15,130 New
OBWG
120
Onyx Bridge Wealth Group
New York
$159K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$158K – – –
KPWS
122
Kestra Private Wealth Services
Texas
$157K +$37.1K +3,560 +32%
VHAM
123
Van Hulzen Asset Management
California
$155K -$19.8K -1,900 -12%
9WM
124
9258 Wealth Management
Ohio
$153K – – –
GI
125
Gradient Investments
Minnesota
$149K – – –
3 4
5
6 7

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.