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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
PS
51
Principal Securities
Iowa
$891K +$858K +115,472 New
CI
52
Conning Inc
Connecticut
$860K +$18.2K +2,454 +2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$832K +$8.92K +1,200 +1%
ARC
54
Advisor Resource Council
Texas
$811K +$780K +105,032 New
DADC
55
D.A. Davidson & Co
Montana
$810K -$5.77K -777 -0.7%
NAG
56
Northstar Advisory Group
New Jersey
$786K +$170K +22,914 +29%
SS
57
Sunbelt Securities
Texas
$712K -$151K -20,350 -18%
SI
58
Saxon Interests
Texas
$699K +$672K +90,485 New
LWL
59
Leo Wealth LLC
Texas
$686K +$660K +88,886 New
WAM
60
Weiss Asset Management
Massachusetts
$649K +$625K +84,100 New
Walleye Capital
61
Walleye Capital
New York
$621K -$38.9K -5,233 -6%
CA
62
Cetera Advisors
Colorado
$611K +$510K +68,622 +649%
DWM
63
Dakota Wealth Management
Florida
$579K +$28.2K +3,800 +5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$534K +$11.9K +1,606 +2%
RJT
65
Raymond James Trust
Florida
$529K -$44.7K -6,016 -8%
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$527K +$2.62K +353 +0.5%
EC
67
Elequin Capital
New York
$510K -$258K -34,731 -34%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$467K -$2.84K -382 -0.6%
IAIM
69
International Assets Investment Management
Florida
$464K -$16.3K -2,200 -4%
MWM
70
MGB Wealth Management
Texas
$451K +$434K +58,423 New
NAS
71
NWF Advisory Services
California
$422K -$743 -100 -0.2%
IFG
72
Independent Financial Group
California
$418K – – –
WE
73
Wealth Effects
Massachusetts
$416K -$27.2K -3,657 -6%
CFG
74
Cooper Financial Group
California
$403K +$100K +13,495 +35%
DJYG
75
David J. Yvars Group
Florida
$383K -$74K -9,964 -17%
1 2
3
4 5

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.