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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

223 hedge funds and large institutions have $449M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $426M → $449M (+$22.7M)

0.51% more ownership

Funds ownership: 18.04% → 18.55% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 230 → 223 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
72
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.81M
2
KIM
Karpus Investment Management
New York
+$2.82M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.71M
4
AAM
Advisors Asset Management
Colorado
+$1.27M
5
BCM
Brookstone Capital Management
Illinois
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$4.3M
2
Morgan Stanley
Morgan Stanley
New York
-$1.93M
3
SWA
Sax Wealth Advisors
New Jersey
-$607K
4
CF
Centaurus Financial
California
-$605K
5
Invesco
Invesco
Georgia
-$601K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.32M -$294K -37,626 -8%
KFP
27
KMG Fiduciary Partners
Ohio
$3.16M +$19.5K +2,495 +0.6%
CF
28
Centaurus Financial
California
$2.97M -$605K -77,344 -17%
CA
29
CoreCap Advisors
Michigan
$2.91M +$2.87M +367,323 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.55M -$248K -31,743 -9%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.79M -$114K -14,630 -6%
MGWM
32
Marks Group Wealth Management
Minnesota
$1.77M – – –
Truist Financial
33
Truist Financial
North Carolina
$1.63M -$12.2K -1,561 -0.8%
CAM
34
Cresset Asset Management
Illinois
$1.44M +$265K +33,833 +23%
LCM
35
Landscape Capital Management
New Jersey
$1.41M -$369K -47,145 -21%
1CP
36
1607 Capital Partners
Virginia
$1.38M +$1.08M +137,809 +380%
PCM
37
Pointe Capital Management
Michigan
$1.37M – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$538K +68,851 +70%
SS
39
Sunbelt Securities
Texas
$1.27M -$1.27K -163 -0.1%
BCM
40
Brookstone Capital Management
Illinois
$1.22M +$1.22M +156,420 New
CAN
41
Cetera Advisor Networks
California
$1.2M -$42.2K -5,401 -3%
MSAM
42
Moloney Securities Asset Management
Missouri
$1.15M -$281K -35,912 -20%
SPIA
43
Steward Partners Investment Advisory
New York
$1.15M +$97.2K +12,427 +9%
HNWAG
44
High Net Worth Advisory Group
Florida
$1.07M +$28.9K +3,700 +3%
KAS
45
Kestra Advisory Services
Texas
$1.03M +$695K +88,858 +216%
IWC
46
Integrated Wealth Concepts
Massachusetts
$912K +$7.48K +957 +0.8%
AWS
47
Atria Wealth Solutions
New York
$896K -$58.6K -7,489 -6%
DADC
48
D.A. Davidson & Co
Montana
$893K -$2.98K -381 -0.3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$848K -$255K -32,590 -23%
CI
50
Conning Inc
Connecticut
$845K +$17.5K +2,233 +2%
1
2
3 4 5

EXG Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2023, worth a combined $449M — up 5.3% from $426M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EXG and 13 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $4.81M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $4.3M sold.

  • 223 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2023, down from 230 in Q1 2023.
  • Funds reported $449M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2023, up 5.3% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2023 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $4.81M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2023 was Mach-1 Financial Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.