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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
RG
151
Retirement Group
California
$69K
CCMW
152
Cypress Capital Management (Wyoming)
Wyoming
$50K
CT
153
Caldwell Trust
Florida
$49.9K +$52.1K +4,998 New
NSIM
154
North Star Investment Management
Illinois
$45K +$886 +85 +2%
CBT
155
CoreFirst Bank & Trust
Kansas
$40K
BWL
156
Bogart Wealth LLC
Virginia
$39K
SWA
157
SOA Wealth Advisors
New York
$28K -$13.5K -1,292 -31%
FMP
158
Financial Management Professionals
Texas
$28K
CPA
159
Cowen Prime Advisors
New York
$27K
Deutsche Bank
160
Deutsche Bank
Germany
$26K
CFN
161
Cordasco Financial Network
Florida
$25K +$479 +46 +2%
HPC
162
HM Payson & Co
Maine
$24K
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$22.8K +$23.8K +2,285 New
GWM
164
Geneos Wealth Management
Colorado
$22K
GKWIM
165
Gerber Kawasaki Wealth & Investment Management
California
$22K +$23.9K +2,293 New
LWA
166
Lenox Wealth Advisors
New York
$19K
HIA
167
Harbor Investment Advisory
Maryland
$16K
TRCT
168
Tower Research Capital (TRC)
New York
$15K +$12.5K +1,204 +356%
CFGS
169
Concourse Financial Group Securities
Alabama
$12K
HFS
170
Hantz Financial Services
Michigan
$12K +$12.2K +1,166 New
ANBT
171
American National Bank & Trust
Texas
$10K
APWA
172
Atlas Private Wealth Advisors
New Jersey
$10K
BU
173
BBVA USA
Alabama
$10K
HNB
174
Huntington National Bank
Ohio
$10K
PGAM
175
Princeton Global Asset Management
New Jersey
$10K

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.