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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

187 hedge funds and large institutions have $559M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $532M → $559M (+$26.7M)

1% more funds holding

Funds holding: 185187 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.8% less ownership

Funds ownership: 18.88%18.08% (-0.8%)

Holders
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
62
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$826K -$561K -56,980 -41%
CAN
52
Cetera Advisor Networks
California
$816K +$443K +45,004 +129%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$801K +$7.88K +800 +1%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$763K +$12.1K +1,225 +2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$737K -$402K -40,800 -36%
SWA
56
Sax Wealth Advisors
New Jersey
$695K +$148K +15,000 +28%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$693K +$57.3K +5,812 +9%
OC
58
Oppenheimer & Co
New York
$668K +$159K +16,093 +33%
William Blair & Company
59
William Blair & Company
Illinois
$630K -$98.5K -10,000 -14%
MFG
60
Merit Financial Group
Georgia
$621K +$117K +11,920 +24%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$593K -$226K -22,962 -28%
CCM
62
Community Capital Management
Florida
$581K +$69K +7,000 +14%
WS
63
Wedbush Securities
California
$572K -$7.86K -798 -1%
NAG
64
Northstar Advisory Group
New Jersey
$556K -$16K -1,624 -3%
GIA
65
Gladstone Institutional Advisory
Florida
$518K +$14.8K +1,500 +3%
DADC
66
D.A. Davidson & Co
Montana
$516K -$203K -20,623 -29%
FHA
67
Flagship Harbor Advisors
Massachusetts
$512K +$89.2K +9,052 +22%
LWM
68
Laidlaw Wealth Management
New York
$511K +$71.4K +7,247 +17%
TF
69
TIAA FSB
Florida
$502K +$485K +49,196 New
SWM
70
Spire Wealth Management
Virginia
$478K -$2.89K -293 -0.6%
CWM
71
Cranbrook Wealth Management
Michigan
$442K
AIC
72
Ameritas Investment Company
Nebraska
$419K +$372K +37,715 +1,110%
SWM
73
SeaCrest Wealth Management
New York
$381K +$9.85K +1,000 +3%
TPCW
74
TD Private Client Wealth
New York
$358K
CB
75
Commerce Bank
Missouri
$342K

EXG Hedge Fund Activity: Q2 2021 in Review

187 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2021, worth a combined $559M — up 5% from $532M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXG positions and 18 closed out — a net gain of 2 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.45M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $10.1M sold.

  • 187 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2021, up from 185 in Q1 2021.
  • Funds reported $559M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2021, up 5% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2021 and 18 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2021 was Morgan Stanley, an estimated $6.45M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2021.