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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$543K -$28.8K -3,342 -5%
WE
52
Wealth Effects
Massachusetts
$515K -$2.1K -244 -0.4%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$511K -$115K -13,365 -17%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$490K +$1.88K +218 +0.3%
EVM
55
Eaton Vance Management
Massachusetts
$465K -$292K -33,836 -36%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$457K +$54.9K +6,370 +12%
OC
57
Oppenheimer & Co
New York
$444K +$11.8K +1,364 +2%
DJYG
58
David J. Yvars Group
Florida
$444K +$16.5K +1,909 +3%
MFG
59
Merit Financial Group
Georgia
$441K -$51K -5,912 -9%
FHA
60
Flagship Harbor Advisors
Massachusetts
$439K +$12K +1,391 +3%
CA
61
Claro Advisors
Massachusetts
$435K +$486K +56,377 New
BCM
62
Bluefin Capital Management
New York
$408K +$449K +52,014 New
WOSD
63
WFA of San Diego
California
$404K -$54.7K -6,344 -11%
LCM
64
Landscape Capital Management
New Jersey
$381K +$426K +49,410 New
MA
65
MKT Advisors
California
$372K
AC
66
Avory & Company
Florida
$371K +$8.62K +1,000 +2%
KAS
67
Kestra Advisory Services
Texas
$369K -$18.4K -2,138 -4%
William Blair & Company
68
William Blair & Company
Illinois
$368K -$121K -14,000 -23%
OFG
69
OTA Financial Group
New York
$359K +$402K +46,662 New
LA
70
Lifeworks Advisors
Michigan
$355K
AAS
71
Ameritas Advisory Services
Nebraska
$340K -$53.7K -6,221 -12%
CWM
72
Cranbrook Wealth Management
Michigan
$334K
MPCG
73
Matrix Private Capital Group
New York
$326K -$339K -39,300 -48%
JWCA
74
J.W. Cole Advisors
Florida
$326K +$3.91K +453 +1%
CCG
75
Capital CS Group
California
$320K +$107K +12,416 +43%

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.