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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
SFPG
76
Stonebridge Financial Planning Group
Florida
$331K -$48.6K -4,935 -13%
VVP
77
Venture Visionary Partners
Ohio
$323K +$312K +31,700 New
PAG
78
Private Advisor Group
New Jersey
$318K +$1.65K +167 +0.5%
MML Investors Services
79
MML Investors Services
Massachusetts
$318K +$43.8K +4,444 +17%
SWM
80
Stockman Wealth Management
Montana
$306K
KA
81
Kovack Advisors
Florida
$302K -$21.7K -2,204 -7%
MHS
82
M Holdings Securities
Oregon
$299K +$453 +46 +0.2%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$298K +$818 +83 +0.3%
SWP
84
Stratos Wealth Partners
Ohio
$290K +$6.24K +633 +2%
MC
85
Moors & Cabot
Massachusetts
$289K -$16.2K -1,649 -6%
CG
86
Colony Group
Massachusetts
$285K -$39.4K -4,000 -13%
HI
87
Harbour Investments
Wisconsin
$281K -$7.82K -794 -3%
SI
88
Stephens Inc
Arkansas
$281K -$837 -85 -0.3%
WWM
89
Western Wealth Management
Colorado
$281K +$13.9K +1,406 +5%
MWM
90
Mission Wealth Management
California
$278K
SC
91
Stolper & Co
Oklahoma
$274K -$1.8K -183 -0.7%
IFG
92
Independent Financial Group
California
$263K +$112K +11,350 +79%
CWC
93
Carolinas Wealth Consulting
North Carolina
$261K
WT
94
Whittier Trust
California
$260K
MSAM
95
Moloney Securities Asset Management
Missouri
$259K +$946 +96 +0.4%
Creative Planning
96
Creative Planning
Kansas
$256K -$170K -17,208 -41%
IWM
97
IHT Wealth Management
Illinois
$235K +$227K +23,026 New
BRWM
98
B. Riley Wealth Management
Tennessee
$232K +$24.8K +2,516 +12%
HWAM
99
Hennion & Walsh Asset Management
New Jersey
$227K -$297K -30,140 -58%
CAN
100
Claraphi Advisory Network
United States
$223K

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.