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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

245 hedge funds and large institutions have $666M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

53% more capital invested

Capital invested by funds: $436M → $666M (+$230M)

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

8.85% more ownership

Funds ownership: 19.36% → 28.21% (+8.9%)

6% more funds holding

Funds holding: 232 → 245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
245
Holders Change
+13
Holders Change %
+5.6%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
42
Increased
74
Reduced
59
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$13.6M
3
1CP
1607 Capital Partners
Virginia
+$5.83M
4
AA
AQR Arbitrage
Connecticut
+$5.16M
5
LSC
Logan Stone Capital
Illinois
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$764K
2
Osaic Holdings
Osaic Holdings
Arizona
-$699K
3
GC
Guggenheim Capital
Illinois
-$682K
4
CAM
Cresset Asset Management
Illinois
-$514K
5
AAS
Ameritas Advisory Services
Nebraska
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
226
Cambridge Trust
Massachusetts
$13.7K – – –
VWM
227
Venturi Wealth Management
Texas
$13.5K – – –
IA
228
IFP Advisors
Florida
$13.1K – – –
GWM
229
Geneos Wealth Management
Colorado
$12.7K +$126 +17 +1%
SL
230
Salomon & Ludwin
Virginia
$11.8K – – –
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$10.5K – – –
TWM
232
Tradition Wealth Management
Minnesota
$9K +$193 +26 +2%
BWM
233
Baystate Wealth Management
Massachusetts
$8.4K +$178 +24 +2%
S
234
Sachetta
Massachusetts
$8.14K +$7.84K +1,055 New
AW
235
Avion Wealth
Texas
$8K – – –
OLVIG
236
Oliver Lagore Vanvalin Investment Group
Michigan
$7.72K – – –
WB
237
Webster Bank
Connecticut
$7.72K – – –
AEPWM
238
Atlantic Edge Private Wealth Management
Florida
$6.95K +$6.69K +900 New
NB
239
NBT Bank
New York
$6.18K +$5.95K +800 New
BAM
240
Byrne Asset Management
New Jersey
$3.89K – – –
AA
241
Addison Advisors
Vermont
$3.61K – – –
KFI
242
Key Financial Inc
Pennsylvania
$2.69K – – –
CSC
243
Caldwell Sutter Capital
California
$2.29K – – –
AF
244
Advisornet Financial
Minnesota
$471 – – –
JP Morgan Chase
245
JP Morgan Chase
New York
$324 -$36K -4,850 -99%
Fidelity Investments
246
Fidelity Investments
Massachusetts
$15 +$15 +2 New
CAM
247
Cresset Asset Management
Illinois
– -$514K -69,777 Closed
AAS
248
Ameritas Advisory Services
Nebraska
– -$461K -62,892 Closed
OCM
249
One Capital Management
California
– -$258K -35,000 Closed
AWM
250
Axxcess Wealth Management
California
– -$248K -33,670 Closed
7 8 9
10
11

EXG Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2023, worth a combined $666M — up 53% from $436M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EXG positions and 24 closed out — a net gain of 18 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Centaurus Financial, cutting an estimated $764K.

  • 245 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2023, up from 232 in Q3 2023.
  • Funds reported $666M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2023, up 53% quarter-over-quarter.
  • 42 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2023 and 24 closed out, a net change of +18 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $153M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2023.