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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
CAN
101
Claraphi Advisory Network
United States
$209K +$16.4K +1,904 +8%
PFO
102
Pathstone Family Office
New Jersey
$208K +$233K +27,000 New
KPWS
103
Kestra Private Wealth Services
Texas
$208K +$35.7K +4,143 +18%
KCIA
104
Kingsbury Capital Investment Advisors
Illinois
$199K -$12.6K -1,458 -5%
HF
105
HRT Financial
New York
$199K +$223K +25,897 New
CWC
106
Carolinas Wealth Consulting
North Carolina
$197K – – –
HNB
107
Huntington National Bank
Ohio
$192K – – –
MSAM
108
Moloney Securities Asset Management
Missouri
$185K +$1.19K +138 +0.6%
DI
109
Diligent Investors
California
$176K +$7.74K +897 +4%
FFN
110
Focus Financial Network
Minnesota
$173K +$2.64K +306 +1%
AWM
111
Axxcess Wealth Management
California
$166K -$11.3K -1,311 -6%
BHWM
112
Bar Harbor Wealth Management
New Hampshire
$166K +$186K +21,520 New
SSC
113
Syverson Strege & Co
Iowa
$161K +$49.5K +5,744 +38%
AWA
114
Amplius Wealth Advisors
Pennsylvania
$154K – – –
CA
115
Cetera Advisors
Colorado
$152K +$15.6K +1,803 +10%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$151K -$309K -35,856 -65%
ACI
117
Alpha Cubed Investments
California
$150K -$9.49K -1,100 -5%
CF
118
Copperwynd Financial
Arizona
$146K -$22.1K -2,563 -12%
CWS
119
Confluence Wealth Services
Pennsylvania
$146K +$37.9K +4,398 +37%
PCA
120
Personal Capital Advisors
California
$146K +$164K +19,000 New
FFG
121
Ford Financial Group
California
$145K +$2.05K +238 +1%
WW
122
Waterfront Wealth
Kansas
$144K – – –
Franklin Resources
123
Franklin Resources
California
$140K +$4.5K +522 +3%
HWM
124
Horizon Wealth Management
Illinois
$136K – – –
MWA
125
Meridian Wealth Advisors
Texas
$135K – – –
3 4
5
6 7

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.