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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
Morgan Stanley
1
Morgan Stanley
New York
$221M +$8.74M +902,912 +4%
Bank of America
2
Bank of America
North Carolina
$36M -$2.83M -292,520 -7%
Invesco
3
Invesco
Georgia
$31M -$1.88M -194,476 -6%
RA
4
RFG Advisory
Alabama
$15.7M +$424K +43,851 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.5M -$246K -25,399 -2%
FAM
6
Formidable Asset Management
Ohio
$11.9M +$10.9M +1,125,515 +1,145%
Cohen & Steers
7
Cohen & Steers
New York
$11.9M -$218K -22,551 -2%
GC
8
Guggenheim Capital
Illinois
$11.4M +$971K +100,322 +9%
RJA
9
Raymond James & Associates
Florida
$10.6M -$455K -46,997 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.35M +$585K +60,494 +7%
Wells Fargo
11
Wells Fargo
California
$8.46M -$135K -13,921 -2%
Ameriprise
12
Ameriprise
Minnesota
$7.98M +$786K +81,181 +11%
UBS Group
13
UBS Group
Switzerland
$7.78M +$336K +34,754 +5%
AAM
14
Advisors Asset Management
Colorado
$6.93M -$1.06M -109,713 -13%
BCI
15
Brinker Capital Investments
Pennsylvania
$6.79M -$129K -13,340 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.3M +$105K +10,885 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.56M -$39 -4 -0%
LPL Financial
18
LPL Financial
California
$5.55M -$1.72M -177,818 -24%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.5M +$717K +74,086 +15%
KFP
20
KMG Fiduciary Partners
Ohio
$4.31M +$458K +47,319 +12%
Stifel Financial
21
Stifel Financial
Missouri
$4.1M +$170K +17,576 +4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$4.02M +$918K +94,824 +30%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.88M +$136K +14,102 +4%
FWM
24
Focused Wealth Management
New York
$3.82M -$91.1K -9,416 -2%
AAS
25
Avantax Advisory Services
Texas
$3.75M +$437K +45,193 +13%

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.