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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

185 hedge funds and large institutions have $532M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $503M → $532M (+$29.1M)

0.05% less ownership

Funds ownership: 18.93%18.88% (-0.05%)

4% less funds holding

Funds holding: 193185 (-8)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
75
Reduced
35
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$33K
NSIM
152
North Star Investment Management
Illinois
$33K +$647 +72 +2%
AIC
153
Ameritas Investment Company
Nebraska
$31.6K -$256K -28,456 -89%
VFA
154
Valeo Financial Advisors
Indiana
$29K +$566 +63 +2%
FMP
155
Financial Management Professionals
Texas
$26K
CPA
156
Cowen Prime Advisors
New York
$25K
Deutsche Bank
157
Deutsche Bank
Germany
$24K +$162 +18 +0.7%
HPC
158
HM Payson & Co
Maine
$23K -$35.4K -3,944 -62%
CFN
159
Cordasco Financial Network
Florida
$22K +$21.3K +2,366 New
GWM
160
Geneos Wealth Management
Colorado
$21K
SFS
161
Sowell Financial Services
Arkansas
$19K +$6.57K +731 +59%
CAC
162
Certified Advisory Corp
Florida
$17K +$16.6K +1,845 New
BC
163
Barnett & Company
Tennessee
$16K
AWC
164
Abundance Wealth Counselors
Pennsylvania
$16K +$15.7K +1,750 New
HIA
165
Harbor Investment Advisory
Maryland
$15K
IWP
166
IAG Wealth Partners
Wisconsin
$15K +$14.1K +1,574 New
CFGS
167
Concourse Financial Group Securities
Alabama
$11K +$7.51K +836 +209%
ANBT
168
American National Bank & Trust
Texas
$9K
APWA
169
Atlas Private Wealth Advisors
New Jersey
$9K
PWA
170
Phoenix Wealth Advisors
North Carolina
$9K
PGAM
171
Princeton Global Asset Management
New Jersey
$9K
M
172
MOTCO
Texas
$9K +$8.62K +960 New
SIS
173
Sound Income Strategies
Florida
$8.68K
BWA
174
BDO Wealth Advisors
Florida
$8K
BC
175
Bartlett & Co
Ohio
$7K

EXG Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2021, worth a combined $532M — up 5.8% from $503M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EXG and 22 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 75 added.

The largest buyer was Waterfront Wealth, opening a new position worth an estimated $2.82M. The largest seller was Ameriprise, cutting an estimated $2.99M.

  • 185 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2021, down from 193 in Q4 2020.
  • Funds reported $532M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2021, up 5.8% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2021 and 28 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2021 was Waterfront Wealth, an estimated $2.82M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2021 was Ameriprise, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2021.