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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
AIP
176
Ahrens Investment Partners
Louisiana
$68K -$266K -27,477 -80%
AW
177
Alaethes Wealth
Nevada
$67K
HS
178
Horan Securities
United States
$63K
MCC
179
Money Concepts Capital
Florida
$62K +$61.4K +6,350 New
FCFS
180
First Command Financial Services
Texas
$60K
FCB
181
First Command Bank
Texas
$60K +$59.3K +6,129 New
CCMW
182
Cypress Capital Management (Wyoming)
Wyoming
$49K
CT
183
Caldwell Trust
Florida
$48.5K
FMP
184
Financial Management Professionals
Texas
$48K +$406 +42 +0.9%
SCA
185
Stonebridge Capital Advisors
Minnesota
$48K +$47.4K +4,900 New
NSIM
186
North Star Investment Management
Illinois
$45K +$958 +99 +2%
AWM
187
Avior Wealth Management
Nebraska
$42K +$42.1K +4,347 New
AP
188
Atwood & Palmer
Missouri
$39K
BWL
189
Bogart Wealth LLC
Virginia
$39K
CBT
190
CoreFirst Bank & Trust
Kansas
$39K
CFN
191
Cordasco Financial Network
Florida
$35K +$726 +75 +2%
CT
192
Cambridge Trust
Massachusetts
$32K +$32.2K +3,323 New
FAG
193
Fortitude Advisory Group
Washington
$29K +$106 +11 +0.4%
SWA
194
SOA Wealth Advisors
New York
$28K +$435 +45 +2%
CPA
195
Cowen Prime Advisors
New York
$26K
Deutsche Bank
196
Deutsche Bank
Germany
$25K
HPC
197
HM Payson & Co
Maine
$24K
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$22.2K -$19.7K -2,040 -47%
MAM
199
Meeder Asset Management
Ohio
$19K +$18.7K +1,933 New
LWA
200
Lenox Wealth Advisors
New York
$18K

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.