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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
FF
176
FourThought Financial
Florida
$7K
BCWM
177
Bartlett & Co Wealth Management
Ohio
$6.97K
RWM
178
RBA Wealth Management
California
$6.97K +$6.74K +750 New
SWP
179
ShoreHaven Wealth Partners
New Jersey
$6K +$117 +13 +2%
SSC
180
Syverson Strege & Co
Iowa
$6K +$126 +14 +2%
FHC
181
First Horizon Corporation
Tennessee
$4K
WP
182
WealthShield Partners
North Carolina
$4K +$3.57K +397 New
KFI
183
Key Financial Inc
Pennsylvania
$3K +$3.13K +349 New
AWM
184
AllSquare Wealth Management
New York
$2K
CFA
185
Carroll Financial Associates
North Carolina
$2K
AA
186
AQR Arbitrage
Connecticut
-$1.25M -142,395 Closed
RVPG
187
Relative Value Partners Group
-$335K -38,169 Closed
BWM
188
BerganKDV Wealth Management
Minnesota
-$259K -29,521 Closed
CAMG
189
CWA Asset Management Group
Florida
-$215K -24,459 Closed
SAS
190
Stelac Advisory Services
New York
-$220K -23,533 Closed
Bank of New York Mellon
191
Bank of New York Mellon
New York
-$109K -12,413 Closed
JCM
192
JD Capital Management
Connecticut
-$105K -12,000 Closed
MA
193
Mutual Advisors
Nebraska
-$105K -11,937 Closed
FI
194
FormulaFolio Investments
Michigan
-$100K -11,371 Closed
CWM
195
Cornerstone Wealth Management
Missouri
-$98K -11,199 Closed
UCFA
196
United Capital Financial Advisors
Texas
-$94K -10,723 Closed
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
-$94K -10,706 Closed
PA
198
PFG Advisors
Arizona
-$89K -10,125 Closed
NGA
199
Naples Global Advisors
Florida
-$88K -10,022 Closed
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
-$60K -6,368 Closed

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.