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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

208 hedge funds and large institutions have $373M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 17.51% → 16.8% (-0.71%)

9% less capital invested

Capital invested by funds: $409M → $373M (-$36.3M)

10% less funds holding

Funds holding: 230 → 208 (-22)

53% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 34

Holders
208
Holders Change
-22
Holders Change %
-9.57%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
74
Reduced
50
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.11M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$591K
3
Stifel Financial
Stifel Financial
Missouri
+$582K
4
LPL Financial
LPL Financial
California
+$544K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$507K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$5.3M
2
SFS
Shaker Financial Services
Virginia
-$3.95M
3
OPS
Orion Portfolio Solutions
Nebraska
-$1.18M
4
WAM
Wolverine Asset Management
Illinois
-$1.09M
5
AAM
Advisors Asset Management
Colorado
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$2.46M – – –
CAN
27
Cetera Advisor Networks
California
$2.33M +$121K +14,526 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.22M +$5.46K +655 +0.2%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.69M -$7.13K -856 -0.4%
BRWA
30
B. Riley Wealth Advisors
Florida
$1.6M +$204K +24,449 +12%
Truist Financial
31
Truist Financial
North Carolina
$1.55M +$66.7K +8,006 +4%
PCM
32
Pointe Capital Management
Michigan
$1.27M -$12.8K -1,542 -0.9%
SPIA
33
Steward Partners Investment Advisory
New York
$1.11M +$1.35K +162 +0.1%
SI
34
Saxon Interests
Texas
$1.09M +$195K +23,375 +20%
SS
35
Sunbelt Securities
Texas
$1.05M +$133K +15,981 +12%
DADC
36
D.A. Davidson & Co
Montana
$834K -$1.24K -149 -0.1%
HNWAG
37
High Net Worth Advisory Group
Florida
$738K +$51.3K +6,165 +6%
CI
38
Conning Inc
Connecticut
$724K +$20.5K +2,462 +3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$683K +$255K +30,669 +48%
NAG
40
Northstar Advisory Group
New Jersey
$658K – – –
RJT
41
Raymond James Trust
Florida
$611K – – –
Northern Trust
42
Northern Trust
Illinois
$547K -$242K -29,003 -28%
SWA
43
Sax Wealth Advisors
New Jersey
$530K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$510K -$1.42K -170 -0.2%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$481K +$250 +30 +0%
WE
46
Wealth Effects
Massachusetts
$468K -$19K -2,283 -3%
PFO
47
Pathstone Family Office
New Jersey
$464K +$308K +37,000 +137%
DJYG
48
David J. Yvars Group
Florida
$455K +$45.4K +5,453 +10%
CA
49
Claro Advisors
Massachusetts
$435K – – –
AWS
50
Atria Wealth Solutions
New York
$435K +$165K +19,825 +50%
1
2
3 4 5

EXG Hedge Fund Activity: Q3 2022 in Review

208 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2022, worth a combined $373M — down 8.9% from $409M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of EXG and 16 opened new positions — a net loss of 18 holders — while 50 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.3M sold.

  • 208 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2022, down from 230 in Q2 2022.
  • Funds reported $373M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2022 and 34 closed out, a net change of -18 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $3.11M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2022 was Brinker Capital Investments, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2022.