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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

232 hedge funds and large institutions have $436M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 59

4% more funds holding

Funds holding: 223232 (+9)

0.81% more ownership

Funds ownership: 18.55%19.36% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $449M → $436M (-$13M)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
76
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Byrne Asset Management
New Jersey
$4K +$3.9K +500 New
AA
227
Addison Advisors
Vermont
$3.44K -$3.64K -467 -50%
OP
228
ORG Partners
Indiana
$2.87K -$42.5K -5,456 -93%
KFI
229
Key Financial Inc
Pennsylvania
$2.57K
CSC
230
Caldwell Sutter Capital
California
$2.18K
AF
231
Advisornet Financial
Minnesota
$450
GRP
232
Global Retirement Partners
California
$433
PA
233
Parallel Advisors
California
$118 +$125 +16 New
SI
234
Saxon Interests
Texas
-$790K -99,746 Closed
WOSD
235
WFA of San Diego
California
-$180K -22,775 Closed
BHWM
236
Bar Harbor Wealth Management
New Hampshire
-$170K -21,520 Closed
CF
237
Copperwynd Financial
Arizona
-$155K -19,541 Closed
SCA
238
Snowden Capital Advisors
New York
-$96.1K -12,136 Closed
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
-$81.9K -10,346 Closed
HS
240
Horan Securities
United States
-$51K -6,438 Closed
WP
241
WealthPLAN Partners
Nebraska
-$37.9K -4,779 Closed
IGWM
242
ICA Group Wealth Management
Colorado
-$16.4K -2,067 Closed
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
-$9.12K -1,150 Closed
RCM
244
Raleigh Capital Management
North Carolina
-$5.94K -750 Closed
SSB
245
Sandy Spring Bank
Maryland
-$1.98K -250 Closed

EXG Hedge Fund Activity: Q3 2023 in Review

232 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2023, worth a combined $436M — down 2.9% from $449M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EXG positions and 12 closed out — a net gain of 13 holders — while 76 added to existing stakes and 59 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $6.05M. The largest seller was Moloney Securities Asset Management, cutting an estimated $952K.

  • 232 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2023, up from 223 in Q2 2023.
  • Funds reported $436M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $6.05M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2023 was Moloney Securities Asset Management, an estimated $952K sold.

Based on aggregated 13F filings for Q3 2023.