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
EWA
151
Encompass Wealth Advisors
Oregon
$120K +$987 +102 +0.8%
QCIG
152
Quad-Cities Investment Group
Iowa
$118K -$64.8K -6,700 -36%
GIA
153
Gladstone Institutional Advisory
Florida
$117K
CWS
154
Confluence Wealth Services
Pennsylvania
$116K
BAS
155
Brown Advisory Securities
Maryland
$113K -$9.68K -1,000 -8%
WMS
156
Wealth Management Solutions
Pennsylvania
$113K
VWA
157
V Wealth Advisors
Kansas
$113K +$113K +11,670 New
BCP
158
Blue Chip Partners
Michigan
$112K
IA
159
Insight Advisors
Pennsylvania
$112K
WF
160
Welch & Forbes
Massachusetts
$111K
CC
161
Commons Capital
Massachusetts
$107K +$842 +87 +0.8%
CIAS
162
Capital Investment Advisory Services
North Carolina
$107K +$107K +11,038 New
Citigroup
163
Citigroup
New York
$106K -$98.6K -10,188 -48%
UB
164
UMB Bank
Missouri
$106K
APA
165
American Portfolios Advisors
New York
$103K +$12.3K +1,268 +14%
HCM
166
Hollencrest Capital Management
California
$103K
PL
167
Plancorp LLC
Missouri
$101K
WA
168
Wealth Alliance
New York
$101K +$687 +71 +0.7%
SPC
169
Sigma Planning Corp
Michigan
$100K +$99.7K +10,307 New
HA
170
Herold Advisors
New York
$99.3K +$290 +30 +0.3%
EWA
171
EP Wealth Advisors
California
$98K +$97.3K +10,057 New
BWP
172
Baldwin Wealth Partners
Massachusetts
$97K
OIA
173
Optimum Investment Advisors
Illinois
$97K +$252 +26 +0.3%
PFS
174
Prospera Financial Services
Texas
$80K +$79.2K +8,189 New
RG
175
Retirement Group
California
$70K +$2.82K +291 +4%

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.