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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
ACI
101
Alpha Cubed Investments
California
$222K -$3.94K -400 -2%
DI
102
Diligent Investors
California
$212K +$2.73K +277 +1%
QCIG
103
Quad-Cities Investment Group
Iowa
$202K -$433 -44 -0.2%
OIA
104
Optimum Investment Advisors
Illinois
$193K +$680 +69 +0.4%
CF
105
Copperwynd Financial
Arizona
$188K -$50.4K -5,113 -22%
FFG
106
Ford Financial Group
California
$184K +$1.64K +166 +0.9%
SW
107
SVB Wealth
Massachusetts
$182K -$24.6K -2,500 -12%
MWA
108
Meridian Wealth Advisors
Texas
$179K
CA
109
Cetera Advisors
Colorado
$178K +$10.3K +1,046 +6%
SSC
110
Syverson Strege & Co
Iowa
$178K +$165K +16,776 +2,530%
AF
111
Advisornet Financial
Minnesota
$173K
Franklin Resources
112
Franklin Resources
California
$172K +$3.1K +315 +2%
XT
113
XTX Topco
Cayman Islands
$166K +$160K +16,280 New
VHAM
114
Van Hulzen Asset Management
California
$164K +$14.8K +1,500 +10%
PGWM
115
Parisi Gray Wealth Management
New Jersey
$163K
9WM
116
9258 Wealth Management
Ohio
$161K
BPB
117
Badgley, Phelps & Bell
Washington
$161K
BW
118
Bison Wealth
Georgia
$161K +$2.93K +297 +2%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$151K -$16.4K -1,661 -10%
LFF
120
Level Four Financial
Texas
$151K
MIAN
121
Mariner Independent Advisor Network
Kansas
$148K +$143K +14,500 New
BFEC
122
Benjamin F. Edwards & Company
Missouri
$146K
GI
123
Gradient Investments
Minnesota
$143K
BAM
124
Belpointe Asset Management
Nevada
$141K
WCM
125
WealthBridge Capital Management
Ohio
$136K +$2.45K +249 +2%

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.