We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

230 hedge funds and large institutions have $426M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $400M → $426M (+$25.9M)

0.68% more ownership

Funds ownership: 17.36%18.04% (+0.68%)

0% more funds holding

Funds holding: 230230 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
75
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
26
KMG Fiduciary Partners
Ohio
$3.09M +$644K +83,319 +27%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.76M -$71.8K -9,286 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.31M -$61.7K -7,982 -3%
BRWA
29
B. Riley Wealth Advisors
Florida
$1.88M -$55.7K -7,209 -3%
LCM
30
Landscape Capital Management
New Jersey
$1.76M +$755K +97,643 +77%
MGWM
31
Marks Group Wealth Management
Minnesota
$1.74M -$41.8K -5,412 -2%
Truist Financial
32
Truist Financial
North Carolina
$1.62M -$36.2K -4,685 -2%
MSAM
33
Moloney Securities Asset Management
Missouri
$1.42M +$1.22M +157,292 +647%
PCM
34
Pointe Capital Management
Michigan
$1.36M
SS
35
Sunbelt Securities
Texas
$1.24M +$30.6K +3,965 +3%
CAN
36
Cetera Advisor Networks
California
$1.22M +$53.4K +6,910 +5%
CAM
37
Cresset Asset Management
Illinois
$1.16M +$1.15M +148,211 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.09M +$373K +48,255 +53%
SPIA
39
Steward Partners Investment Advisory
New York
$1.04M +$7.49K +969 +0.7%
EC
40
Elequin Capital
New York
$1.03M -$26.3K -3,408 -3%
HNWAG
41
High Net Worth Advisory Group
Florida
$1.03M +$788 +102 +0.1%
AWS
42
Atria Wealth Solutions
New York
$942K +$272K +35,138 +41%
IWC
43
Integrated Wealth Concepts
Massachusetts
$892K +$883K +114,221 New
DADC
44
D.A. Davidson & Co
Montana
$884K -$8.62K -1,116 -1%
SI
45
Saxon Interests
Texas
$838K -$233K -30,189 -22%
CI
46
Conning Inc
Connecticut
$816K +$16.9K +2,189 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$766K +$56.3K +7,288 +8%
NAG
48
Northstar Advisory Group
New Jersey
$734K +$25.2K +3,255 +4%
LB
49
Leo Brokerage
Texas
$694K +$687K +88,886 New
Walleye Capital
50
Walleye Capital
New York
$647K +$20.6K +2,663 +3%

EXG Hedge Fund Activity: Q1 2023 in Review

230 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2023, worth a combined $426M — up 6.5% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 24 closed out — a net gain of 3 holders — while 75 added to existing stakes and 56 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.8M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.11M sold.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $426M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2023 and 24 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $10.8M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2023.