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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 232245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
251
Fisher Asset Management
Washington
-$145K -19,685 Closed
KAS
252
KPP Advisory Services
Kentucky
-$131K -17,735 Closed
MWM
253
Modera Wealth Management
New Jersey
-$110K -14,950 Closed
EWA
254
Encompass Wealth Advisors
Oregon
-$96K -13,026 Closed
IC
255
IEQ Capital
California
-$82.5K -11,191 Closed
FT
256
Fiduciary Trust
Massachusetts
-$81.1K -11,000 Closed
9WM
257
9258 Wealth Management
Ohio
-$77.9K -10,571 Closed
HA
258
Herold Advisors
New York
-$75.5K -10,250 Closed
NW
259
NewEdge Wealth
Pennsylvania
-$73.7K -10,000 Closed
SCA
260
Stonebridge Capital Advisors
Minnesota
-$49.4K -6,697 Closed
LAS
261
LWM Advisory Services
Florida
-$45K -6,103 Closed
RFA
262
Register Financial Advisors
Georgia
-$23.7K -3,217 Closed
VCM
263
Versant Capital Management
Arizona
-$19.4K -2,630 Closed
WWP
264
WR Wealth Planners
Missouri
-$19.2K -2,600 Closed
PWA
265
Provenance Wealth Advisors
Florida
-$14.5K -1,961 Closed
ANBT
266
American National Bank & Trust
Texas
-$7.52K -1,020 Closed
KHC
267
Koesten Hirschmann & Crabtree
Kansas
-$7.37K -1,000 Closed
OP
268
ORG Partners
Indiana
-$2.87K -390 Closed
GRP
269
Global Retirement Partners
California
-$433 -60 Closed
PA
270
Parallel Advisors
California
-$118 -16 Closed

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.