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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

207 hedge funds and large institutions have $558M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

10% more funds holding

Funds holding: 188 → 207 (+19)

5% more capital invested

Capital invested by funds: $530M → $558M (+$28.4M)

0.1% less ownership

Funds ownership: 17.51% → 17.41% (-0.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
62
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.26M
2
CAN
Cetera Advisor Networks
California
+$1.99M
3
JWCA
J.W. Cole Advisors
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.43M
5
ARC
Advisor Resource Council
Texas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
FAM
Formidable Asset Management
Ohio
-$12.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.21M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.49M
5
Jane Street
Jane Street
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$30K +$449 +43 +1%
CPA
177
Cowen Prime Advisors
New York
$29K – – –
Deutsche Bank
178
Deutsche Bank
Germany
$28K – – –
HPC
179
HM Payson & Co
Maine
$26K – – –
GWM
180
Geneos Wealth Management
Colorado
$23K – – –
MTWM
181
Masso Torrence Wealth Management
New Jersey
$22K +$21.8K +2,091 New
LWA
182
Lenox Wealth Advisors
New York
$21K – – –
HIA
183
Harbor Investment Advisory
Maryland
$18K – – –
CA
184
Cornerstone Advisory
Maryland
$14K +$13K +1,250 New
CFGS
185
Concourse Financial Group Securities
Alabama
$13K – – –
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$13K +$12.8K +1,225 New
ZIG
187
Zullo Investment Group
Pennsylvania
$12K +$11.5K +1,100 New
RCM
188
Raleigh Capital Management
North Carolina
$12K +$11.7K +1,125 New
ANBT
189
American National Bank & Trust
Texas
$11K – – –
ACM
190
Antonetti Capital Management
Florida
$11K – – –
Fidelity Investments
191
Fidelity Investments
Massachusetts
$11K +$10.4K +998 +49,900%
FFWM
192
Future Financial Wealth Management
Ohio
$11K +$11.1K +1,068 New
PGAM
193
Princeton Global Asset Management
New Jersey
$10K -$532 -51 -5%
BWA
194
BDO Wealth Advisors
Florida
$10K – – –
SMG
195
Spectrum Management Group
Indiana
$10K +$209 +20 +2%
FF
196
FourThought Financial
Florida
$9K – – –
TWA
197
TCI Wealth Advisors
Arizona
$8K +$8.07K +774 New
FHA
198
First Horizon Advisors
Tennessee
$5K – – –
PCMC
199
Paragon Capital Management (Colorado)
Colorado
$5K +$4.96K +476 New
MWM
200
Mascoma Wealth Management
New Hampshire
$5K +$5.21K +500 New
6 7
8
9 10

EXG Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2021, worth a combined $558M — up 5.4% from $530M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXG positions and 21 closed out — a net gain of 23 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.26M. The largest seller was Formidable Asset Management, cutting an estimated $12.1M.

  • 207 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2021, up from 188 in Q3 2021.
  • Funds reported $558M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
  • 44 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2021 and 21 closed out, a net change of +23 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $2.26M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2021 was Formidable Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.