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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 223232 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
51
Walleye Capital
New York
$631K +$394K +50,606 +144%
NAG
52
Northstar Advisory Group
New Jersey
$582K -$153K -19,636 -20%
RJT
53
Raymond James Trust
Florida
$549K -$475 -61 -0.1%
DWM
54
Dakota Wealth Management
Florida
$525K +$54.9K +7,045 +11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$520K -$116K -14,845 -17%
CAM
56
Cresset Asset Management
Illinois
$514K -$875K -112,267 -62%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$500K +$13.9K +1,782 +3%
Corient Private Wealth
58
Corient Private Wealth
Florida
$498K +$1.56K +200 +0.3%
AAS
59
Ameritas Advisory Services
Nebraska
$461K +$11.5K +1,481 +2%
IAIM
60
International Assets Investment Management
Florida
$453K -$23.8K -3,058 -5%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$449K -$23.4K -2,998 -5%
DJYG
62
David J. Yvars Group
Florida
$436K -$61.1K -7,846 -12%
WE
63
Wealth Effects
Massachusetts
$424K -$1.47K -188 -0.3%
MFG
64
Merit Financial Group
Georgia
$405K -$37.3K -4,791 -8%
NAS
65
NWF Advisory Services
California
$404K +$1.17K +150 +0.3%
IFG
66
Independent Financial Group
California
$399K -$3.44K -442 -0.8%
KAS
67
Kestra Advisory Services
Texas
$355K -$638K -81,848 -63%
William Blair & Company
68
William Blair & Company
Illinois
$355K +$9.2K +1,181 +3%
AC
69
Avory & Company
Florida
$354K
PAG
70
Private Advisor Group
New Jersey
$339K -$896 -115 -0.2%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$337K -$50.4K -6,467 -12%
OC
72
Oppenheimer & Co
New York
$328K -$35K -4,499 -9%
CWM
73
Cranbrook Wealth Management
Michigan
$319K
IAG
74
Investmark Advisory Group
Connecticut
$317K +$5.4K +693 +2%
Northern Trust
75
Northern Trust
Illinois
$303K -$198K -25,386 -38%

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.