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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
BWA
176
BDO Wealth Advisors
Florida
$9K
PWA
177
Phoenix Wealth Advisors
North Carolina
$9K
BC
178
Bartlett & Co
Ohio
$8K
FF
179
FourThought Financial
Florida
$8K
BCWM
180
Bartlett & Co Wealth Management
Ohio
$7.65K
FHC
181
First Horizon Corporation
Tennessee
$5K
KFI
182
Key Financial Inc
Pennsylvania
$4K
AWM
183
AllSquare Wealth Management
New York
$3K
BlackRock
184
BlackRock
New York
$3K +$3.28K +333 New
TRCT
185
Tower Research Capital (TRC)
New York
$3K +$3.33K +338 New
CFA
186
Carroll Financial Associates
North Carolina
$2K
Fidelity Investments
187
Fidelity Investments
Massachusetts
$1K +$1.03K +105 New
KIM
188
Karpus Investment Management
New York
-$10.1M -1,091,149 Closed
1CP
189
1607 Capital Partners
Virginia
-$6.45M -693,199 Closed
1832 Asset Management
190
1832 Asset Management
Ontario, Canada
-$2.98M -323,832 Closed
DWM
191
Dakota Wealth Management
Florida
-$1.3M -139,309 Closed
Fisher Asset Management
192
Fisher Asset Management
Washington
-$157K -16,890 Closed
FFN
193
Focus Financial Network
Minnesota
-$115K -12,312 Closed
Jones Financial Companies
194
Jones Financial Companies
Missouri
-$105K -11,272 Closed
EP
195
Eudaimonia Partners
Tennessee
-$39K -4,160 Closed
WAP
196
Wealthcare Advisory Partners
Pennsylvania
-$38K -4,122 Closed
VFA
197
Valeo Financial Advisors
Indiana
-$29K -3,107 Closed
SFS
198
Sowell Financial Services
Arkansas
-$19K -1,977 Closed
CAC
199
Certified Advisory Corp
Florida
-$17K -1,845 Closed
BC
200
Barnett & Company
Tennessee
-$16K -1,760 Closed

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.