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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
OC
51
Oppenheimer & Co
New York
$430K +$14.3K +1,716 +3%
EVM
52
Eaton Vance Management
Massachusetts
$429K -$9.55K -1,147 -2%
MFG
53
Merit Financial Group
Georgia
$429K +$16.7K +2,010 +4%
FHA
54
Flagship Harbor Advisors
Massachusetts
$426K +$15.4K +1,848 +3%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$411K -$21.6K -2,596 -4%
IFG
56
Independent Financial Group
California
$367K +$175K +21,000 +71%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$362K -$331K -39,754 -44%
SFS
58
Shaker Financial Services
Virginia
$351K -$3.95M -474,549 -91%
AC
59
Avory & Company
Florida
$349K – – –
WOSD
60
WFA of San Diego
California
$347K -$37.9K -4,554 -9%
KAS
61
Kestra Advisory Services
Texas
$347K +$550 +66 +0.1%
William Blair & Company
62
William Blair & Company
Illinois
$345K -$1.25K -150 -0.3%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$340K +$390K +46,853 New
MA
64
MKT Advisors
California
$337K -$316 -38 -0.1%
IAIM
65
International Assets Investment Management
Florida
$336K +$59K +7,080 +18%
JWCA
66
J.W. Cole Advisors
Florida
$328K +$25K +3,003 +7%
AAS
67
Ameritas Advisory Services
Nebraska
$322K +$2.32K +279 +0.6%
CWM
68
Cranbrook Wealth Management
Michigan
$314K – – –
IAG
69
Investmark Advisory Group
Connecticut
$295K +$5K +601 +1%
CCG
70
Capital CS Group
California
$294K -$7.92K -951 -2%
BCM
71
Bluefin Capital Management
New York
$276K -$116K -13,974 -27%
WWM
72
Western Wealth Management
Colorado
$276K +$13.7K +1,641 +5%
OFG
73
OTA Financial Group
New York
$271K -$77.1K -9,262 -20%
AWA
74
Arkadios Wealth Advisors
Georgia
$266K -$14.9K -1,786 -5%
SWM
75
Silverlake Wealth Management
Vermont
$262K – – –
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.