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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
RJT
51
Raymond James Trust
Florida
$637K -$21.9K -2,839 -3%
SWA
52
Sax Wealth Advisors
New Jersey
$607K
DJYG
53
David J. Yvars Group
Florida
$519K +$31.3K +4,055 +6%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$516K +$77 +10 +0%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$512K +$26.3K +3,405 +5%
Northern Trust
56
Northern Trust
Illinois
$497K -$50.5K -6,540 -9%
Corient Private Wealth
57
Corient Private Wealth
Florida
$485K +$480K +62,114 New
PAG
58
Private Advisor Group
New Jersey
$485K -$966 -125 -0.2%
CCM
59
Community Capital Management
Florida
$476K +$147K +19,000 +45%
IAIM
60
International Assets Investment Management
Florida
$472K -$205K -26,585 -31%
AAS
61
Ameritas Advisory Services
Nebraska
$469K -$89.8K -11,627 -16%
AWM
62
Axxcess Wealth Management
California
$468K +$109K +14,069 +31%
WE
63
Wealth Effects
Massachusetts
$462K +$100 +13 +0%
MFG
64
Merit Financial Group
Georgia
$455K -$7.66K -991 -2%
IFG
65
Independent Financial Group
California
$452K +$78.9K +10,206 +21%
DWM
66
Dakota Wealth Management
Florida
$443K +$86K +11,125 +24%
NAS
67
NWF Advisory Services
California
$432K +$422K +54,600 New
OC
68
Oppenheimer & Co
New York
$431K -$14.3K -1,844 -3%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$412K -$105K -13,611 -21%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$376K -$35.8K -4,628 -9%
AC
71
Avory & Company
Florida
$376K
William Blair & Company
72
William Blair & Company
Illinois
$367K -$5.41K -700 -1%
FHA
73
Flagship Harbor Advisors
Massachusetts
$363K -$97.4K -12,605 -21%
MA
74
MKT Advisors
California
$357K
CWM
75
Cranbrook Wealth Management
Michigan
$339K

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.