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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 232 → 245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$13.6M
3
1CP
1607 Capital Partners
Virginia
+$5.83M
4
AA
AQR Arbitrage
Connecticut
+$5.16M
5
LSC
Logan Stone Capital
Illinois
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$764K
2
Osaic Holdings
Osaic Holdings
Arizona
-$699K
3
GC
Guggenheim Capital
Illinois
-$682K
4
CAM
Cresset Asset Management
Illinois
-$514K
5
AAS
Ameritas Advisory Services
Nebraska
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$4.13M -$420K -56,504 -10%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.75M -$134K -18,013 -4%
AAS
28
Avantax Advisory Services
Texas
$3.67M +$42.3K +5,691 +1%
FWM
29
Focused Wealth Management
New York
$3.43M -$44.6K -6,002 -1%
SFS
30
Shaker Financial Services
Virginia
$3.43M -$103K -13,798 -3%
KFP
31
KMG Fiduciary Partners
Ohio
$3.08M -$6.84K -920 -0.2%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.98M +$38.6K +5,189 +1%
CA
33
CoreCap Advisors
Michigan
$2.79M +$43K +5,785 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.43M -$124K -16,726 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.81M +$1.64M +220,850 +1,662%
MGWM
36
Marks Group Wealth Management
Minnesota
$1.72M – – –
PAS
37
Park Avenue Securities
New York
$1.69M +$1.63M +219,121 New
FSI
38
Flow State Investments
Illinois
$1.63M +$1.42M +191,758 +982%
BRWA
39
B. Riley Wealth Advisors
Florida
$1.58M -$250K -33,681 -14%
Truist Financial
40
Truist Financial
North Carolina
$1.48M -$127K -17,087 -8%
Comerica Bank
41
Comerica Bank
Texas
$1.43M -$43.7K -5,875 -3%
SPIA
42
Steward Partners Investment Advisory
New York
$1.38M +$23.1K +3,113 +2%
PCM
43
Pointe Capital Management
Michigan
$1.36M +$11.1K +1,500 +0.9%
BCM
44
Brookstone Capital Management
Illinois
$1.36M +$147K +19,777 +13%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$48.4K +6,513 +4%
CAN
46
Cetera Advisor Networks
California
$1.23M +$19.5K +2,622 +2%
CF
47
Centaurus Financial
California
$1.18M -$764K -102,836 -40%
HNWAG
48
High Net Worth Advisory Group
Florida
$1.06M +$13.7K +1,850 +1%
KAS
49
Kestra Advisory Services
Texas
$998K +$602K +81,052 +168%
IWC
50
Integrated Wealth Concepts
Massachusetts
$894K +$6.78K +912 +0.8%
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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.