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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

223 hedge funds and large institutions have $449M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $426M → $449M (+$22.7M)

0.51% more ownership

Funds ownership: 18.04%18.55% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 230223 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
72
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sax Wealth Advisors
New Jersey
-$607K -77,720 Closed
CCM
227
Community Capital Management
Florida
-$476K -61,000 Closed
AWM
228
Axxcess Wealth Management
California
-$468K -59,913 Closed
TC
229
TownSquare Capital
Utah
-$211K -27,048 Closed
PGWM
230
Parisi Gray Wealth Management
New Jersey
-$125K -15,962 Closed
OBWG
231
Onyx Bridge Wealth Group
New York
-$106K -13,600 Closed
CC
232
Commons Capital
Massachusetts
-$85.5K -10,946 Closed
BCI
233
Brinker Capital Investments
Pennsylvania
-$81.2K -10,400 Closed
OPS
234
Orion Portfolio Solutions
Nebraska
-$81.2K -10,400 Closed
HAS
235
HBW Advisory Services
California
-$78K -10,028 Closed
ASN
236
Advisory Services Network
Georgia
-$48.7K -6,240 Closed
CM
237
Cornerstone Management
Georgia
-$11.7K -1,500 Closed
BAM
238
Belpointe Asset Management
Nevada
-$7.81K -1,000 Closed
EWM
239
Endurance Wealth Management
Rhode Island
-$8K -990 Closed
M1FG
240
Mach-1 Financial Group
Arkansas
-$4.3M -550 Closed
AIM
241
Anchor Investment Management
South Carolina
-$1.17K -150 Closed
BCMLT
242
Beacon Capital Management LLC (Tennessee)
Tennessee
-$781 -100 Closed
CWP
243
Concord Wealth Partners
Virginia
-$297 -38 Closed
Fidelity Investments
244
Fidelity Investments
Massachusetts
-$8 -1 Closed

EXG Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2023, worth a combined $449M — up 5.3% from $426M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EXG and 13 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $4.81M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $4.3M sold.

  • 223 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2023, down from 230 in Q1 2023.
  • Funds reported $449M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2023, up 5.3% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2023 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $4.81M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2023 was Mach-1 Financial Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.