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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
SMG
176
Spectrum Management Group
Indiana
$10K +$9.96K +956 New
ACM
177
Antonetti Capital Management
Florida
$10K +$10.4K +1,000 New
TVWM
178
Tower View Wealth Management
Wisconsin
$10K +$10.4K +1,000 New
BWA
179
BDO Wealth Advisors
Florida
$9K
PWA
180
Phoenix Wealth Advisors
North Carolina
$9K
FF
181
FourThought Financial
Florida
$8K
BCWM
182
Bartlett & Co Wealth Management
Ohio
$7.49K
BC
183
Bartlett & Co
Ohio
$7K
FHA
184
First Horizon Advisors
Tennessee
$5K +$5.21K +500 New
KFI
185
Key Financial Inc
Pennsylvania
$3K
AWM
186
AllSquare Wealth Management
New York
$2K
CFA
187
Carroll Financial Associates
North Carolina
$2K
SFS
188
Shaker Financial Services
Virginia
-$1.41M -137,865 Closed
ARC
189
Advisor Resource Council
Texas
-$832K -81,524 Closed
NAG
190
Northstar Advisory Group
New Jersey
-$556K -54,505 Closed
TF
191
TIAA FSB
Florida
-$502K -49,196 Closed
SC
192
Stolper & Co
Oklahoma
-$274K -26,825 Closed
WT
193
Whittier Trust
California
-$260K -25,500 Closed
IWM
194
IHT Wealth Management
Illinois
-$235K -23,026 Closed
HWAM
195
Hennion & Walsh Asset Management
New Jersey
-$227K -22,252 Closed
XT
196
XTX Topco
Cayman Islands
-$166K -16,280 Closed
MIAN
197
Mariner Independent Advisor Network
Kansas
-$148K -14,500 Closed
COLIM
198
City of London Investment Management
United Kingdom
-$135K -13,230 Closed
TSS
199
Two Sigma Securities
New York
-$132K -12,900 Closed
RIA
200
Regal Investment Advisors
Michigan
-$127K -12,409 Closed

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.