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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
GAA
76
Global Assets Advisory
Florida
$335K +$174K +22,500 +110%
IAG
77
Investmark Advisory Group
Connecticut
$328K -$2.71K -351 -0.8%
KAS
78
Kestra Advisory Services
Texas
$322K -$40.2K -5,197 -11%
AFG
79
Atomi Financial Group
New York
$312K +$309K +39,962 New
JWCA
80
J.W. Cole Advisors
Florida
$287K -$53.8K -6,962 -16%
1CP
81
1607 Capital Partners
Virginia
$283K +$280K +36,295 New
SWM
82
Silverlake Wealth Management
Vermont
$282K
TPCW
83
TD Private Client Wealth
New York
$274K
KA
84
Kovack Advisors
Florida
$269K +$1.73K +224 +0.7%
CB
85
Commerce Bank
Missouri
$262K
MHS
86
M Holdings Securities
Oregon
$258K +$943 +122 +0.4%
PFO
87
Pathstone Family Office
New Jersey
$250K -$247K -32,000 -50%
MML Investors Services
88
MML Investors Services
Massachusetts
$247K -$3.6K -466 -1%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$247K +$96.6K +12,500 +65%
SWP
90
Semus Wealth Partners
Florida
$246K +$12.8K +1,655 +6%
CA
91
Claro Advisors
Massachusetts
$243K -$157K -20,281 -39%
GSIAS
92
Garden State Investment Advisory Services
New Jersey
$241K +$286 +37 +0.1%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$240K -$4.2K -543 -2%
SWM
94
SeaCrest Wealth Management
New York
$238K +$47.9K +6,200 +26%
WOSD
95
WFA of San Diego
California
$237K -$38.6K -5,000 -14%
SWM
96
Stockman Wealth Management
Montana
$234K
AWA
97
Arkadios Wealth Advisors
Georgia
$231K +$232 +30 +0.1%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$230K -$125K -16,200 -35%
WWM
99
Western Wealth Management
Colorado
$227K -$9.81K -1,269 -4%
BCM
100
Bluefin Capital Management
New York
$220K -$174K -22,459 Closed

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.