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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

232 hedge funds and large institutions have $436M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 59

4% more funds holding

Funds holding: 223 → 232 (+9)

0.81% more ownership

Funds ownership: 18.55% → 19.36% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $449M → $436M (-$13M)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
76
Reduced
59
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$6.05M
2
AA
AQR Arbitrage
Connecticut
+$3.97M
3
KIM
Karpus Investment Management
New York
+$2.39M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.37M
5
Cohen & Steers
Cohen & Steers
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
MSAM
Moloney Securities Asset Management
Missouri
-$952K
2
CF
Centaurus Financial
California
-$935K
3
CAM
Cresset Asset Management
Illinois
-$875K
4
SI
Saxon Interests
Texas
-$790K
5
AWS
Atria Wealth Solutions
New York
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
26
Focused Wealth Management
New York
$3.32M +$91.9K +11,799 +3%
KFP
27
KMG Fiduciary Partners
Ohio
$2.95M +$15.7K +2,020 +0.5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.81M -$300K -38,555 -9%
CA
29
CoreCap Advisors
Michigan
$2.62M -$91.5K -11,740 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.44M +$76.3K +9,800 +3%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$2.25M +$2.37M +304,736 New
1CP
32
1607 Capital Partners
Virginia
$2.15M +$916K +117,607 +68%
CF
33
Centaurus Financial
California
$1.88M -$935K -120,001 -32%
BRWA
34
B. Riley Wealth Advisors
Florida
$1.76M +$92.3K +11,852 +5%
MGWM
35
Marks Group Wealth Management
Minnesota
$1.65M – – –
Truist Financial
36
Truist Financial
North Carolina
$1.54M +$24.3K +3,116 +2%
Comerica Bank
37
Comerica Bank
Texas
$1.41M +$1.49M +191,230 New
SPIA
38
Steward Partners Investment Advisory
New York
$1.3M +$239K +30,621 +21%
PCM
39
Pointe Capital Management
Michigan
$1.29M +$7.79K +1,000 +0.6%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$3.96K +508 +0.3%
CAN
41
Cetera Advisor Networks
California
$1.15M +$36.7K +4,716 +3%
BCM
42
Brookstone Capital Management
Illinois
$1.14M -$1.55K -199 -0.1%
LCM
43
Landscape Capital Management
New Jersey
$1.11M -$211K -27,147 -15%
HNWAG
44
High Net Worth Advisory Group
Florida
$997K -$2.34K -300 -0.2%
IWC
45
Integrated Wealth Concepts
Massachusetts
$847K -$2.14K -275 -0.2%
SS
46
Sunbelt Securities
Texas
$830K -$373K -47,816 -30%
CI
47
Conning Inc
Connecticut
$803K +$17.6K +2,258 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$786K -$3.9K -500 -0.5%
DADC
49
D.A. Davidson & Co
Montana
$779K -$55.5K -7,128 -6%
EC
50
Elequin Capital
New York
$743K +$290K +37,222 +59%
1
2
3 4 5

EXG Hedge Fund Activity: Q3 2023 in Review

232 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2023, worth a combined $436M — down 2.9% from $449M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EXG positions and 12 closed out — a net gain of 13 holders — while 76 added to existing stakes and 59 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $6.05M. The largest seller was Moloney Securities Asset Management, cutting an estimated $952K.

  • 232 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2023, up from 223 in Q2 2023.
  • Funds reported $436M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $6.05M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2023 was Moloney Securities Asset Management, an estimated $952K sold.

Based on aggregated 13F filings for Q3 2023.