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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
SI
51
Saxon Interests
Texas
$790K -$59.5K -7,604 -7%
NAG
52
Northstar Advisory Group
New Jersey
$781K +$35.8K +4,583 +5%
LB
53
Leo Brokerage
Texas
$704K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$677K +$668K +85,453 New
RJT
55
Raymond James Trust
Florida
$591K -$54.3K -6,939 -9%
Corient Private Wealth
56
Corient Private Wealth
Florida
$533K +$40.9K +5,227 +8%
DJYG
57
David J. Yvars Group
Florida
$532K +$2.85K +365 +0.5%
Northern Trust
58
Northern Trust
Illinois
$527K +$22.7K +2,900 +5%
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$524K – – –
IAIM
60
International Assets Investment Management
Florida
$517K +$38.3K +4,900 +8%
DWM
61
Dakota Wealth Management
Florida
$509K +$59.1K +7,555 +13%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$506K -$12.4K -1,591 -2%
EC
63
Elequin Capital
New York
$504K -$534K -68,361 -52%
AAS
64
Ameritas Advisory Services
Nebraska
$480K +$10.8K +1,383 +2%
MFG
65
Merit Financial Group
Georgia
$473K +$11.8K +1,508 +3%
WE
66
Wealth Effects
Massachusetts
$457K -$11.4K -1,454 -2%
IFG
67
Independent Financial Group
California
$433K -$25K -3,200 -6%
NAS
68
NWF Advisory Services
California
$432K – – –
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$413K -$4.25K -543 -1%
OC
70
Oppenheimer & Co
New York
$388K -$48.1K -6,152 -11%
AC
71
Avory & Company
Florida
$381K – – –
William Blair & Company
72
William Blair & Company
Illinois
$372K – – –
PAG
73
Private Advisor Group
New Jersey
$366K -$125K -16,000 -26%
CWM
74
Cranbrook Wealth Management
Michigan
$343K – – –
IAG
75
Investmark Advisory Group
Connecticut
$335K +$2.49K +318 +0.8%
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.