We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 207231 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$149K +$30.1K +3,113 +25%
SSC
127
Syverson Strege & Co
Iowa
$148K -$22K -2,273 -13%
RPCA
128
Running Point Capital Advisors
California
$146K +$145K +15,000 New
VHAM
129
Van Hulzen Asset Management
California
$141K
BW
130
Bison Wealth
Georgia
$137K -$22K -2,274 -14%
WCM
131
WealthBridge Capital Management
Ohio
$137K +$2.81K +290 +2%
GI
132
Gradient Investments
Minnesota
$136K
Neuberger Berman Group
133
Neuberger Berman Group
New York
$136K +$136K +14,089 New
SW
134
SVB Wealth
Massachusetts
$135K -$72.1K -7,454 -35%
BC
135
Brio Consultants
California
$133K
OBWG
136
Onyx Bridge Wealth Group
New York
$133K
BAM
137
Belpointe Asset Management
Nevada
$131K
PIA
138
Perennial Investment Advisors
California
$131K
9WM
139
9258 Wealth Management
Ohio
$130K -$9.05K -935 -7%
PMFA
140
Plante Moran Financial Advisors
Michigan
$130K +$130K +13,417 New
NA
141
NewEdge Advisors
Louisiana
$129K +$129K +13,317 New
NS
142
Newman & Schimel
Illinois
$128K
US Bancorp
143
US Bancorp
Minnesota
$127K
SCA
144
Snowden Capital Advisors
New York
$127K +$69.1K +7,137 +119%
BPA
145
Beacon Pointe Advisors
California
$126K +$125K +12,955 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$124K -$19.4K -2,000 -14%
CCA
147
Cobblestone Capital Advisors
New York
$123K
Bank of New York Mellon
148
Bank of New York Mellon
New York
$123K +$122K +12,659 New
IWC
149
Integrated Wealth Concepts
Massachusetts
$122K
SYBT
150
Stock Yards Bank & Trust
Kentucky
$120K

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.