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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$126K -$21 -2 -0%
BAS
127
Brown Advisory Securities
Maryland
$126K
VF
128
Virtu Financial
New York
$126K +$131K +12,577 New
Bank of New York Mellon
129
Bank of New York Mellon
New York
$124K +$130K +12,440 New
IA
130
Insight Advisors
Pennsylvania
$123K
SYBT
131
Stock Yards Bank & Trust
Kentucky
$123K
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$121K -$11.2K -1,077 -8%
EWA
133
Encompass Wealth Advisors
Oregon
$121K +$896 +86 +0.7%
GIA
134
Gladstone Institutional Advisory
Florida
$120K -$404K -38,800 -76%
5L
135
55I LLC
Massachusetts
$118K +$122K +11,739 New
BCP
136
Blue Chip Partners
Michigan
$115K
WF
137
Welch & Forbes
Massachusetts
$115K
SS
138
Sunbelt Securities
Texas
$114K
KPWS
139
Kestra Private Wealth Services
Texas
$111K +$500 +48 +0.4%
OIA
140
Optimum Investment Advisors
Illinois
$109K -$83.6K -8,026 -42%
HCM
141
Hollencrest Capital Management
California
$106K
PL
142
Plancorp LLC
Missouri
$104K +$108K +10,398 New
PA
143
PFG Advisors
Arizona
$104K +$109K +10,460 New
WA
144
Wealth Alliance
New York
$103K +$625 +60 +0.6%
BWP
145
Baldwin Wealth Partners
Massachusetts
$100K
SPC
146
Sigma Planning Corp
Michigan
$100K
JCM
147
Jacobi Capital Management
Pennsylvania
$100K +$1.76K +169 +2%
APA
148
American Portfolios Advisors
New York
$93.6K -$13.7K -1,313 -12%
NFG
149
Next Financial Group
Texas
$72K +$9.46K +908 +14%
AW
150
Alaethes Wealth
Nevada
$69K

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.