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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
OIA
176
Optimum Investment Advisors
Illinois
$61K -$17.2K -2,000 -20%
RG
177
Retirement Group
California
$53K -$2.51K -291 -4%
HS
178
Horan Securities
United States
$52K
MCC
179
Money Concepts Capital
Florida
$47K -$3.02K -350 -6%
CCMW
180
Cypress Capital Management (Wyoming)
Wyoming
$39K
CT
181
Caldwell Trust
Florida
$38.5K
SCA
182
Stonebridge Capital Advisors
Minnesota
$38K
NSIM
183
North Star Investment Management
Illinois
$36K +$983 +114 +2%
AIP
184
Ahrens Investment Partners
Louisiana
$35K -$21.3K -2,474 -35%
AWM
185
Avior Wealth Management
Nebraska
$33K
FCB
186
First Command Bank
Texas
$32K -$17.2K -2,000 -33%
FCFS
187
First Command Financial Services
Texas
$32K -$17.2K -2,000 -33%
AP
188
Atwood & Palmer
Missouri
$31K
BWL
189
Bogart Wealth LLC
Virginia
$31K
CBT
190
CoreFirst Bank & Trust
Kansas
$31K
CFN
191
Cordasco Financial Network
Florida
$28K +$492 +57 +2%
SWA
192
SOA Wealth Advisors
New York
$23K +$440 +51 +2%
FMP
193
Financial Management Professionals
Texas
$22K -$17.8K -2,069 -42%
CPA
194
Cowen Prime Advisors
New York
$21K
CT
195
Cambridge Trust
Massachusetts
$19K -$7.92K -918 -28%
HPC
196
HM Payson & Co
Maine
$19K
MAM
197
Meeder Asset Management
Ohio
$15K
HIA
198
Harbor Investment Advisory
Maryland
$13K
IA
199
IFP Advisors
Florida
$10K
GWM
200
Geneos Wealth Management
Colorado
$10K +$69 +8 +0.6%

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.