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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
Millennium Management
126
Millennium Management
New York
$134K +$150K +17,377 New
CAG
127
Csenge Advisory Group
Florida
$132K +$11.5K +1,334 +8%
RA
128
RFG Advisory
Alabama
$123K -$13.8M -1,602,341 -99%
PGWM
129
Parisi Gray Wealth Management
New Jersey
$123K
FT
130
Fiduciary Trust
Massachusetts
$120K +$135K +15,600 New
CAMG
131
CWA Asset Management Group
Florida
$119K -$17.7K -2,047 -12%
SG
132
StoneX Group
New York
$117K +$131K +15,200 New
RPCA
133
Running Point Capital Advisors
California
$116K
OBWG
134
Onyx Bridge Wealth Group
New York
$112K -$10.8K -1,250 -8%
VHAM
135
Van Hulzen Asset Management
California
$112K
BW
136
Bison Wealth
Georgia
$112K +$2.79K +324 +2%
WCM
137
WealthBridge Capital Management
Ohio
$111K +$2.79K +324 +2%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$109K -$38.1K -4,415 -24%
GI
139
Gradient Investments
Minnesota
$108K
SW
140
SVB Wealth
Massachusetts
$107K
ICG
141
InterOcean Capital Group
Tennessee
$107K +$120K +13,857 New
NA
142
NewEdge Advisors
Louisiana
$104K +$983 +114 +0.9%
9WM
143
9258 Wealth Management
Ohio
$103K
PMFA
144
Plante Moran Financial Advisors
Michigan
$103K
BAM
145
Belpointe Asset Management
Nevada
$102K -$2.59K -300 -2%
IA
146
Insight Advisors
Pennsylvania
$102K
NS
147
Newman & Schimel
Illinois
$102K
SCA
148
Snowden Capital Advisors
New York
$101K
US Bancorp
149
US Bancorp
Minnesota
$101K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$99K

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.