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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

230 hedge funds and large institutions have $409M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 231230 (-1)

0.53% less ownership

Funds ownership: 18.04%17.51% (-0.53%)

23% less capital invested

Capital invested by funds: $530M → $409M (-$122M)

Holders
230
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
74
Reduced
58
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$303 -$39.2K -4,550 -10%
BRWM
227
B. Riley Wealth Management
Tennessee
$108 -$120K -13,916 -50%
CGL
228
Clarius Group LLC
Washington
-$967K -90,638 Closed
DPI
229
Diversified Portfolios Inc
Michigan
-$333K -34,275 Closed
B
230
Bridgeworth
Alabama
-$318K -32,750 Closed
SI
231
Stephens Inc
Arkansas
-$270K -27,815 Closed
BHTS
232
Bar Harbor Trust Services
Maine
-$209K -21,520 Closed
Neuberger Berman Group
233
Neuberger Berman Group
New York
-$136K -14,089 Closed
BC
234
Brio Consultants
California
-$133K -13,662 Closed
PIA
235
Perennial Investment Advisors
California
-$131K -13,470 Closed
BPA
236
Beacon Pointe Advisors
California
-$126K -12,955 Closed
Bank of New York Mellon
237
Bank of New York Mellon
New York
-$123K -12,659 Closed
IWC
238
Integrated Wealth Concepts
Massachusetts
-$122K -12,587 Closed
BCP
239
Blue Chip Partners
Michigan
-$112K -11,486 Closed
EWA
240
EP Wealth Advisors
California
-$98K -10,057 Closed
PFS
241
Prospera Financial Services
Texas
-$80K -8,189 Closed
AW
242
Alaethes Wealth
Nevada
-$67K -6,901 Closed
FAG
243
Fortitude Advisory Group
Washington
-$29K -2,944 Closed
Deutsche Bank
244
Deutsche Bank
Germany
-$25K -2,615 Closed
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
-$22.2K -2,285 Closed
FFWM
246
Future Financial Wealth Management
Ohio
-$11K -1,084 Closed
SMG
247
Spectrum Management Group
Indiana
-$10K -990 Closed
TWA
248
TCI Wealth Advisors
Arizona
-$8K -774 Closed
AWMS
249
Advocacy Wealth Management Services
Georgia
-$3K -300 Closed
AssetMark Inc
250
AssetMark Inc
California
-$1K -108 Closed

EXG Hedge Fund Activity: Q2 2022 in Review

230 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2022, worth a combined $409M — down 23% from $530M a quarter earlier.

Fund positioning in EXG was balanced in Q2 2022: 25 funds opened new positions, 25 closed out, 74 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.22M. The largest seller was RFG Advisory, cutting an estimated $13.8M.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $409M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2022, down 23% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2022 and 25 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $5.22M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2022 was RFG Advisory, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2022.