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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
HIA
201
Harbor Investment Advisory
Maryland
$16K
GWM
202
Geneos Wealth Management
Colorado
$12K -$8.88K -918 -41%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$12K
RCM
204
Raleigh Capital Management
North Carolina
$11K
ZIG
205
Zullo Investment Group
Pennsylvania
$11K
FFWM
206
Future Financial Wealth Management
Ohio
$11K +$155 +16 +1%
ANBT
207
American National Bank & Trust
Texas
$10K
ACM
208
Antonetti Capital Management
Florida
$10K
SMG
209
Spectrum Management Group
Indiana
$10K +$135 +14 +1%
TRCT
210
Tower Research Capital (TRC)
New York
$10K +$10.1K +1,041 +3,470%
IA
211
IFP Advisors
Florida
$10K +$10.6K +1,091 New
BWA
212
BDO Wealth Advisors
Florida
$9K
PGAM
213
Princeton Global Asset Management
New Jersey
$9K
BWM
214
Baystate Wealth Management
Massachusetts
$9K +$8.97K +927 New
FF
215
FourThought Financial
Florida
$8K
TWA
216
TCI Wealth Advisors
Arizona
$8K
HR
217
Howe & Rusling
New York
$8K +$8.22K +850 New
BCWM
218
Bartlett & Co Wealth Management
Ohio
$7.28K +$7.26K +750 New
BC
219
Bartlett & Co
Ohio
$7K +$7.26K +750 New
FHA
220
First Horizon Advisors
Tennessee
$5K
MWM
221
Mascoma Wealth Management
New Hampshire
$5K
MFT
222
Moisand Fitzgerald Tamayo
Florida
$4K +$4.41K +456 New
CWP
223
Concord Wealth Partners
Virginia
$3K
KFI
224
Key Financial Inc
Pennsylvania
$3K
AWMS
225
Advocacy Wealth Management Services
Georgia
$3K +$2.9K +300 New

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.