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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
Morgan Stanley
1
Morgan Stanley
New York
$219M +$6.45M +654,479 +3%
Bank of America
2
Bank of America
North Carolina
$42.5M -$1.04M -105,616 -2%
Invesco
3
Invesco
Georgia
$40.5M +$1.24M +126,094 +3%
RA
4
RFG Advisory
Alabama
$18.4M +$232K +23,564 +1%
Cohen & Steers
5
Cohen & Steers
New York
$15.1M -$511K -51,915 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14.8M -$1.76M -178,403 -11%
FAM
7
Formidable Asset Management
Ohio
$13.3M -$1.65M -167,829 -11%
RJA
8
Raymond James & Associates
Florida
$12.6M +$2.58M +261,753 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.6M -$256K -25,941 -2%
AAM
10
Advisors Asset Management
Colorado
$11.6M -$2.92M -296,075 -21%
GC
11
Guggenheim Capital
Illinois
$9.47M -$422K -42,795 -4%
LPL Financial
12
LPL Financial
California
$9.01M -$528K -53,569 -6%
Wells Fargo
13
Wells Fargo
California
$8.69M -$3.29M -334,131 -28%
Ameriprise
14
Ameriprise
Minnesota
$7.97M -$184K -18,661 -2%
UBS Group
15
UBS Group
Switzerland
$7.53M +$56.2K +5,703 +0.8%
BCI
16
Brinker Capital Investments
Pennsylvania
$7.49M -$635K -64,466 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.78M +$920K +93,382 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.31M -$631K -64,004 -9%
Stifel Financial
19
Stifel Financial
Missouri
$5.19M +$20.6K +2,093 +0.4%
KFP
20
KMG Fiduciary Partners
Ohio
$4.49M +$82.4K +8,369 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.18M +$302K +30,623 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.93M +$103K +10,466 +3%
FWM
23
Focused Wealth Management
New York
$3.65M +$8.38K +851 +0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.3M -$222K -22,514 -7%
Citigroup
25
Citigroup
New York
$3.26M -$83.1K -8,431 -3%

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.