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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
Morgan Stanley
1
Morgan Stanley
New York
$181M +$5.22M +604,941 +3%
Invesco
2
Invesco
Georgia
$21.7M -$3.27M -379,517 -12%
Bank of America
3
Bank of America
North Carolina
$19.2M -$10.5M -1,215,068 -33%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.42M -$560K -64,960 -5%
FAM
5
Formidable Asset Management
Ohio
$9.29M -$235K -27,257 -2%
GC
6
Guggenheim Capital
Illinois
$9.27M +$230K +26,619 +2%
Cohen & Steers
7
Cohen & Steers
New York
$8.92M -$552K -63,970 -5%
RJA
8
Raymond James & Associates
Florida
$8.06M -$408K -47,305 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.84M +$464K +53,775 +6%
Ameriprise
10
Ameriprise
Minnesota
$7.07M +$834K +96,708 +12%
UBS Group
11
UBS Group
Switzerland
$6.74M +$630K +73,020 +9%
Wells Fargo
12
Wells Fargo
California
$6.7M -$24.5K -2,842 -0.3%
AAM
13
Advisors Asset Management
Colorado
$5.32M -$210K -24,353 -3%
BCI
14
Brinker Capital Investments
Pennsylvania
$5.3M -$96.4K -11,177 -2%
LPL Financial
15
LPL Financial
California
$5.27M +$965K +111,915 +20%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.18M +$565K +65,559 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.96M -$42.6K -4,944 -0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.49M +$54K +6,266 +1%
SFS
19
Shaker Financial Services
Virginia
$4.03M +$2.3M +266,696 +104%
CF
20
Centaurus Financial
California
$3.65M +$1.09M +126,093 +36%
KFP
21
KMG Fiduciary Partners
Ohio
$3.47M +$53.1K +6,157 +1%
Stifel Financial
22
Stifel Financial
Missouri
$3.42M +$180K +20,921 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.37M +$204K +23,612 +6%
FWM
24
Focused Wealth Management
New York
$3.21M +$191K +22,130 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.06M -$18.9K -2,197 -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.