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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

230 hedge funds and large institutions have $400M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

11% more funds holding

Funds holding: 208 → 230 (+22)

7% more capital invested

Capital invested by funds: $373M → $400M (+$27.7M)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

0.56% more ownership

Funds ownership: 16.8% → 17.36% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
65
Reduced
62
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.05M
2
Invesco
Invesco
Georgia
+$3.44M
3
SFS
Shaker Financial Services
Virginia
+$2.17M
4
WAM
Weiss Asset Management
Massachusetts
+$2.14M
5
WAM
Wolverine Asset Management
Illinois
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
-$2.59M
2
GC
Guggenheim Capital
Illinois
-$1.59M
3
Cohen & Steers
Cohen & Steers
New York
-$1.4M
4
CAN
Cetera Advisor Networks
California
-$1.32M
5
Ameriprise
Ameriprise
Minnesota
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Community Capital Management
Florida
$317K +$322K +42,000 New
CCG
77
Capital CS Group
California
$296K -$10.3K -1,348 -3%
SWM
78
Silverlake Wealth Management
Vermont
$273K – – –
WOSD
79
WFA of San Diego
California
$267K -$95.9K -12,530 -26%
TPCW
80
TD Private Client Wealth
New York
$265K – – –
KA
81
Kovack Advisors
Florida
$259K +$1.23K +161 +0.5%
CB
82
Commerce Bank
Missouri
$253K – – –
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$251K +$130K +16,947 +104%
MHS
84
M Holdings Securities
Oregon
$249K +$804 +105 +0.3%
MML Investors Services
85
MML Investors Services
Massachusetts
$242K +$2.01K +263 +0.8%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$236K +$1.84K +240 +0.8%
MPCG
87
Matrix Private Capital Group
New York
$234K – – –
GSIAS
88
Garden State Investment Advisory Services
New Jersey
$232K +$236K +30,771 New
KPWS
89
Kestra Private Wealth Services
Texas
$231K +$9.18K +1,199 +4%
WWM
90
Western Wealth Management
Colorado
$229K -$44.1K -5,764 -16%
MWM
91
Mission Wealth Management
California
$228K +$23K +3,000 +11%
BF
92
BOK Financial
Oklahoma
$227K – – –
SWM
93
Stockman Wealth Management
Montana
$227K – – –
SWP
94
Semus Wealth Partners
Florida
$226K +$229K +29,904 New
AWA
95
Arkadios Wealth Advisors
Georgia
$223K -$54.4K -7,100 -19%
MC
96
Moors & Cabot
Massachusetts
$221K +$2.14K +280 +1%
WS
97
Wedbush Securities
California
$217K -$26.7K -3,493 -11%
CA
98
Cetera Advisors
Colorado
$214K +$68.6K +8,960 +46%
CG
99
Colony Group
Massachusetts
$209K – – –
SFPG
100
Stonebridge Financial Planning Group
Florida
$206K -$26.4K -3,447 -11%
2 3
4
5 6

EXG Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2022, worth a combined $400M — up 7.4% from $373M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXG positions and 12 closed out — a net gain of 26 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $4.05M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $2.59M.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2022, up from 208 in Q3 2022.
  • Funds reported $400M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 38 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2022 and 12 closed out, a net change of +26 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $4.05M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2022.