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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
Citadel Advisors
151
Citadel Advisors
Florida
$99K +$111K +12,849 New
CCA
152
Cobblestone Capital Advisors
New York
$98K
VWA
153
V Wealth Advisors
Kansas
$98K +$9.18K +1,064 +9%
SPC
154
Sigma Planning Corp
Michigan
$97K +$19.5K +2,256 +22%
EWA
155
Encompass Wealth Advisors
Oregon
$96K +$1.01K +117 +0.9%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$95K
QCIG
157
Quad-Cities Investment Group
Iowa
$95K +$1.78K +207 +2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$93K -$28.3K -3,287 -21%
GIA
159
Gladstone Institutional Advisory
Florida
$93K
BAS
160
Brown Advisory Securities
Maryland
$90K
Baird Financial Group
161
Baird Financial Group
Wisconsin
$89K -$550K -63,736 -85%
WMS
162
Wealth Management Solutions
Pennsylvania
$89K
WF
163
Welch & Forbes
Massachusetts
$88K
CIAS
164
Capital Investment Advisory Services
North Carolina
$85K
UB
165
UMB Bank
Missouri
$84K
APA
166
American Portfolios Advisors
New York
$82.2K +$172 +20 +0.2%
CC
167
Commons Capital
Massachusetts
$82K -$3.47K -402 -4%
HCM
168
Hollencrest Capital Management
California
$82K
WA
169
Wealth Alliance
New York
$81K +$707 +82 +0.8%
PL
170
Plancorp LLC
Missouri
$80K
AP
171
Advisor Partners
California
$79K +$88.8K +10,302 New
HA
172
Herold Advisors
New York
$78K
HI
173
Harbour Investments
Wisconsin
$78K +$87.7K +10,174 New
BWP
174
Baldwin Wealth Partners
Massachusetts
$77K
Citigroup
175
Citigroup
New York
$70K -$15.4K -1,789 -16%

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.