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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
NFG
151
Next Financial Group
Texas
$65K +$1.76K +179 +3%
ASN
152
Advisory Services Network
Georgia
$56K +$53.8K +5,463 New
CCMW
153
Cypress Capital Management (Wyoming)
Wyoming
$51K
NSIM
154
North Star Investment Management
Illinois
$45K +$8.56K +869 +25%
SWA
155
SOA Wealth Advisors
New York
$42K -$6.89K -699 -14%
CBT
156
CoreFirst Bank & Trust
Kansas
$41K
BWL
157
Bogart Wealth LLC
Virginia
$40K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$37K
FMP
159
Financial Management Professionals
Texas
$29K
CPA
160
Cowen Prime Advisors
New York
$28K
Deutsche Bank
161
Deutsche Bank
Germany
$27K
HPC
162
HM Payson & Co
Maine
$25K
CFN
163
Cordasco Financial Network
Florida
$25K +$433 +44 +2%
GWM
164
Geneos Wealth Management
Colorado
$22K
LWA
165
Lenox Wealth Advisors
New York
$20K +$19K +1,930 New
AssetMark Inc
166
AssetMark Inc
California
$20K +$19.1K +1,936 New
HIA
167
Harbor Investment Advisory
Maryland
$17K
CFGS
168
Concourse Financial Group Securities
Alabama
$13K
BU
169
BBVA USA
Alabama
$11K +$10.2K +1,040 New
ANBT
170
American National Bank & Trust
Texas
$10K
APWA
171
Atlas Private Wealth Advisors
New Jersey
$10K
HNB
172
Huntington National Bank
Ohio
$10K
M
173
MOTCO
Texas
$10K
PGAM
174
Princeton Global Asset Management
New Jersey
$10K
SIS
175
Sound Income Strategies
Florida
$10K

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.