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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

230 hedge funds and large institutions have $426M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $400M → $426M (+$25.9M)

0.68% more ownership

Funds ownership: 17.36%18.04% (+0.68%)

0% more funds holding

Funds holding: 230230 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
75
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$1K +$502 +65 +250%
BCMLT
227
Beacon Capital Management LLC (Tennessee)
Tennessee
$781
LOIP
228
Live Oak Investment Partners
Texas
$495
AF
229
Advisornet Financial
Minnesota
$476
GRP
230
Global Retirement Partners
California
$461
JP Morgan Chase
231
JP Morgan Chase
New York
$328 +$286 +37 +740%
CWP
232
Concord Wealth Partners
Virginia
$297 -$1.72K -222 -85%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$8 +$8 +1 New
WAM
234
Weiss Asset Management
Massachusetts
-$2.11M -279,721 Closed
BF
235
BOK Financial
Oklahoma
-$227K -30,000 Closed
SWM
236
Scissortail Wealth Management
Oklahoma
-$189K -23,885 Closed
VF
237
Virtu Financial
New York
-$159K -21,066 Closed
RPCA
238
Running Point Capital Advisors
California
-$113K -15,000 Closed
GI
239
Gradient Investments
Minnesota
-$106K -14,000 Closed
SW
240
SVB Wealth
Massachusetts
-$105K -13,850 Closed
VWA
241
V Wealth Advisors
Kansas
-$99K -13,117 Closed
CCA
242
Cobblestone Capital Advisors
New York
-$95.9K -12,702 Closed
Bank of New York Mellon
243
Bank of New York Mellon
New York
-$93.6K -12,399 Closed
FFG
244
Ford Financial Group
California
-$90.5K -11,991 Closed
UB
245
UMB Bank
Missouri
-$82K -10,887 Closed
BPA
246
Beacon Pointe Advisors
California
-$81.7K -10,825 Closed
CIAS
247
Capital Investment Advisory Services
North Carolina
-$78.4K -10,379 Closed
SPC
248
Sigma Planning Corp
Michigan
-$78.3K -10,373 Closed
MCC
249
Money Concepts Capital
Florida
-$32.5K -4,302 Closed
AP
250
Atwood & Palmer
Missouri
-$30.6K -4,050 Closed

EXG Hedge Fund Activity: Q1 2023 in Review

230 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2023, worth a combined $426M — up 6.5% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 24 closed out — a net gain of 3 holders — while 75 added to existing stakes and 56 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.8M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.11M sold.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $426M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2023 and 24 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $10.8M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2023.