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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

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

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
Morgan Stanley
1
Morgan Stanley
New York
$234M +$2.26M +217,116 +1%
Bank of America
2
Bank of America
North Carolina
$42.7M -$255K -24,488 -0.6%
Invesco
3
Invesco
Georgia
$36.1M +$1.43M +136,930 +4%
RA
4
RFG Advisory
Alabama
$16.8M -$58.2K -5,581 -0.4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14M -$2.3M -220,144 -14%
Cohen & Steers
6
Cohen & Steers
New York
$13.3M -$756K -72,501 -6%
RJA
7
Raymond James & Associates
Florida
$12.2M -$1.06M -101,890 -8%
GC
8
Guggenheim Capital
Illinois
$11.5M +$536K +51,422 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.63M +$683K +65,524 +8%
Wells Fargo
10
Wells Fargo
California
$9.45M +$587K +56,283 +7%
AAM
11
Advisors Asset Management
Colorado
$8.79M -$391K -37,472 -4%
UBS Group
12
UBS Group
Switzerland
$8.18M -$383K -36,705 -5%
LPL Financial
13
LPL Financial
California
$7.99M -$738K -70,723 -9%
Ameriprise
14
Ameriprise
Minnesota
$7.9M +$43.7K +4,185 +0.6%
BCI
15
Brinker Capital Investments
Pennsylvania
$7.6M -$207K -19,816 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.81M -$1.49M -143,250 -18%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.46M -$160K -15,374 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5.26M +$765K +73,324 +17%
Stifel Financial
19
Stifel Financial
Missouri
$4.32M +$370K +35,512 +10%
FWM
20
Focused Wealth Management
New York
$4.3M +$438K +41,960 +12%
KFP
21
KMG Fiduciary Partners
Ohio
$4.23M -$218K -20,933 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.11M +$120K +11,519 +3%
AAS
23
Avantax Advisory Services
Texas
$3.64M +$321K +30,803 +10%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$3.61M – – –
CF
25
Centaurus Financial
California
$3.57M +$38.2K +3,662 +1%
1
2 3 4 5

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.