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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 207 → 231 (+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
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$8.74M
3
SFS
Shaker Financial Services
Virginia
+$2.07M
4
GC
Guggenheim Capital
Illinois
+$971K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$918K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.83M
2
JWCA
J.W. Cole Advisors
Florida
-$2.79M
3
Invesco
Invesco
Georgia
-$1.88M
4
LPL Financial
LPL Financial
California
-$1.72M
5
AAM
Advisors Asset Management
Colorado
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Mission Wealth Management
California
$264K – – –
Creative Planning
102
Creative Planning
Kansas
$261K -$948 -98 -0.4%
CWC
103
Carolinas Wealth Consulting
North Carolina
$248K – – –
CAN
104
Claraphi Advisory Network
United States
$245K – – –
MSAM
105
Moloney Securities Asset Management
Missouri
$232K +$1.14K +118 +0.5%
AWM
106
Axxcess Wealth Management
California
$222K -$3.73K -385 -2%
KPWS
107
Kestra Private Wealth Services
Texas
$222K +$78.9K +8,156 +56%
MSFS
108
Main Street Financial Solutions
Pennsylvania
$219K +$218K +22,509 New
FFN
109
Focus Financial Network
Minnesota
$215K +$214K +22,098 New
DI
110
Diligent Investors
California
$213K +$13K +1,340 +7%
CF
111
Copperwynd Financial
Arizona
$209K +$29K +3,000 +16%
BHTS
112
Bar Harbor Trust Services
Maine
$209K +$208K +21,520 New
ACI
113
Alpha Cubed Investments
California
$200K -$4.84K -500 -2%
AWA
114
Amplius Wealth Advisors
Pennsylvania
$194K – – –
FFG
115
Ford Financial Group
California
$181K +$1.97K +204 +1%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$180K -$2.76K -285 -2%
WW
117
Waterfront Wealth
Kansas
$176K – – –
CA
118
Cetera Advisors
Colorado
$174K +$5.43K +561 +3%
Franklin Resources
119
Franklin Resources
California
$172K +$2.28K +236 +1%
HWM
120
Horizon Wealth Management
Illinois
$171K – – –
MWA
121
Meridian Wealth Advisors
Texas
$170K – – –
CAMG
122
CWA Asset Management Group
Florida
$169K +$842 +87 +0.5%
HNB
123
Huntington National Bank
Ohio
$163K – – –
PGWM
124
Parisi Gray Wealth Management
New Jersey
$155K – – –
CAG
125
Csenge Advisory Group
Florida
$153K +$153K +15,779 New
3 4
5
6 7

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.