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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
TRCT
201
Tower Research Capital (TRC)
New York
$10K +$1.5K +174 +16%
AW
202
ACG Wealth
Georgia
$10K +$10.7K +1,238 New
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$9K
RCM
204
Raleigh Capital Management
North Carolina
$9K
ANBT
205
American National Bank & Trust
Texas
$8K
ACM
206
Antonetti Capital Management
Florida
$8K
ZIG
207
Zullo Investment Group
Pennsylvania
$8K
TWM
208
Tradition Wealth Management
Minnesota
$8K +$8.93K +1,035 New
BWA
209
BDO Wealth Advisors
Florida
$7K
FF
210
FourThought Financial
Florida
$7K
HR
211
Howe & Rusling
New York
$7K
PGAM
212
Princeton Global Asset Management
New Jersey
$7K
BWM
213
Baystate Wealth Management
Massachusetts
$7K +$198 +23 +2%
BC
214
Bartlett & Co
Ohio
$6K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$5.78K
FHA
216
First Horizon Advisors
Tennessee
$4K
MWM
217
Mascoma Wealth Management
New Hampshire
$4K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.01K +233 +99%
M1FG
219
Mach-1 Financial Group
Arkansas
$4K +$4.74K +550 New
TWC
220
TD Waterhouse Canada
Ontario, Canada
$3.92K +$4.31K +500 New
KFI
221
Key Financial Inc
Pennsylvania
$3K
MFT
222
Moisand Fitzgerald Tamayo
Florida
$2K -$1.97K -228 -50%
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
CWP
224
Concord Wealth Partners
Virginia
$2K
WWP
225
WR Wealth Planners
Missouri
$1.93K +$2.16K +250 New

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.