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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
AAS
26
Avantax Advisory Services
Texas
$3.06M +$87K +10,089 +3%
CA
27
CoreCap Advisors
Michigan
$3.04M +$118K +13,685 +4%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$2.61M
CAN
29
Cetera Advisor Networks
California
$2.37M +$189K +21,965 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.35M -$67.1K -7,783 -2%
MGWM
31
Marks Group Wealth Management
Minnesota
$1.8M +$13.2K +1,536 +0.7%
Truist Financial
32
Truist Financial
North Carolina
$1.59M -$176K -20,418 -9%
BRWA
33
B. Riley Wealth Advisors
Florida
$1.51M -$124K -14,400 -7%
PCM
34
Pointe Capital Management
Michigan
$1.36M
OPS
35
Orion Portfolio Solutions
Nebraska
$1.19M +$154K +17,879 +13%
SPIA
36
Steward Partners Investment Advisory
New York
$1.18M +$54.3K +6,295 +4%
WAM
37
Wolverine Asset Management
Illinois
$1.09M +$1.23M +142,054 New
SS
38
Sunbelt Securities
Texas
$995K +$853K +98,852 +328%
SI
39
Saxon Interests
Texas
$893K -$26.2K -3,040 -3%
DADC
40
D.A. Davidson & Co
Montana
$888K +$477K +55,353 +93%
Northern Trust
41
Northern Trust
Illinois
$806K
ARC
42
Advisor Resource Council
Texas
$762K +$853K +98,874 New
CI
43
Conning Inc
Connecticut
$751K +$18.9K +2,194 +2%
HNWAG
44
High Net Worth Advisory Group
Florida
$737K +$586K +67,996 +246%
NAG
45
Northstar Advisory Group
New Jersey
$699K +$4.92K +570 +0.6%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$691K
LB
47
Leo Brokerage
Texas
$685K
RJT
48
Raymond James Trust
Florida
$650K +$5.23K +606 +0.7%
SWP
49
Stratos Wealth Partners
Ohio
$645K +$55.3K +6,415 +8%
SWA
50
Sax Wealth Advisors
New Jersey
$564K -$34.5K -4,000 -5%

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.