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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
WCM
126
WealthBridge Capital Management
Ohio
$147K +$2.86K +274 +2%
BC
127
Brio Consultants
California
$146K +$143K +13,662 New
SS
128
Sunbelt Securities
Texas
$145K +$39.7K +3,807 +34%
BAM
129
Belpointe Asset Management
Nevada
$144K -$1.75K -168 -1%
PIA
130
Perennial Investment Advisors
California
$144K +$140K +13,470 New
NS
131
Newman & Schimel
Illinois
$141K – – –
US Bancorp
132
US Bancorp
Minnesota
$139K – – –
CCA
133
Cobblestone Capital Advisors
New York
$136K +$132K +12,702 New
BAS
134
Brown Advisory Securities
Maryland
$134K – – –
IWC
135
Integrated Wealth Concepts
Massachusetts
$134K – – –
SYBT
136
Stock Yards Bank & Trust
Kentucky
$132K – – –
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$131K +$1.81K +174 +1%
EWA
138
Encompass Wealth Advisors
Oregon
$130K +$949 +91 +0.7%
GIA
139
Gladstone Institutional Advisory
Florida
$128K – – –
CWS
140
Confluence Wealth Services
Pennsylvania
$127K +$125K +11,983 New
WMS
141
Wealth Management Solutions
Pennsylvania
$124K +$121K +11,602 New
BCP
142
Blue Chip Partners
Michigan
$123K – – –
IA
143
Insight Advisors
Pennsylvania
$123K – – –
WF
144
Welch & Forbes
Massachusetts
$122K – – –
NFG
145
Next Financial Group
Texas
$118K +$39.8K +3,816 +53%
CC
146
Commons Capital
Massachusetts
$117K +$114K +10,963 New
UB
147
UMB Bank
Missouri
$116K +$114K +10,887 New
HCM
148
Hollencrest Capital Management
California
$113K – – –
PA
149
PFG Advisors
Arizona
$112K – – –
PL
150
Plancorp LLC
Missouri
$111K – – –
4 5
6
7 8

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.