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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

0% less funds holding

Funds holding: 231 → 230 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.22M
2
SFS
Shaker Financial Services
Virginia
+$2.3M
3
WAM
Wolverine Asset Management
Illinois
+$1.23M
4
CF
Centaurus Financial
California
+$1.09M
5
LPL Financial
LPL Financial
California
+$965K

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$13.8M
2
Bank of America
Bank of America
North Carolina
-$10.5M
3
Invesco
Invesco
Georgia
-$3.27M
4
CGL
Clarius Group LLC
Washington
-$967K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$560K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
76
Investmark Advisory Group
Connecticut
$309K +$5.04K +584 +1%
AWS
77
Atria Wealth Solutions
New York
$306K -$143K -16,607 -29%
AWA
78
Arkadios Wealth Advisors
Georgia
$296K +$6.54K +758 +2%
SWM
79
Silverlake Wealth Management
Vermont
$279K – – –
SWM
80
Spire Wealth Management
Virginia
$274K -$113K -13,061 -27%
PAG
81
Private Advisor Group
New Jersey
$274K +$2.36K +274 +0.8%
CB
82
Commerce Bank
Missouri
$274K +$17.7K +2,056 +6%
WWM
83
Western Wealth Management
Colorado
$272K +$8.5K +986 +3%
TPCW
84
TD Private Client Wealth
New York
$271K – – –
KA
85
Kovack Advisors
Florida
$252K +$9.99K +1,158 +4%
VVP
86
Venture Visionary Partners
Ohio
$251K – – –
WS
87
Wedbush Securities
California
$251K -$42.2K -4,891 -13%
Creative Planning
88
Creative Planning
Kansas
$244K +$41.4K +4,796 +18%
SWM
89
SeaCrest Wealth Management
New York
$242K – – –
MML Investors Services
90
MML Investors Services
Massachusetts
$242K +$1.22K +141 +0.5%
MC
91
Moors & Cabot
Massachusetts
$238K -$25.2K -2,920 -9%
SFPG
92
Stonebridge Financial Planning Group
Florida
$237K +$310 +36 +0.1%
SWM
93
Stockman Wealth Management
Montana
$231K – – –
IFG
94
Independent Financial Group
California
$228K -$4.4K -510 -2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$228K +$880 +102 +0.3%
MHS
96
M Holdings Securities
Oregon
$226K -$30K -3,477 -11%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$218K +$49.8K +5,769 +26%
Jane Street
98
Jane Street
New York
$217K +$242K +28,109 New
CG
99
Colony Group
Massachusetts
$214K -$23.1K -2,674 -9%
MWM
100
Mission Wealth Management
California
$210K – – –
2 3
4
5 6

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.