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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 11 (0)

3% less funds holding

Funds holding: 230223 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MKT Advisors
California
$322K -$50.9K -6,505 -14%
AFG
77
Atomi Financial Group
New York
$315K -$1.41K -180 -0.5%
KA
78
Kovack Advisors
Florida
$298K +$24.2K +3,100 +9%
GC
79
Gratus Capital
Georgia
$290K +$287K +36,670 New
SWM
80
Silverlake Wealth Management
Vermont
$286K
TPCW
81
TD Private Client Wealth
New York
$278K
Walleye Capital
82
Walleye Capital
New York
$277K -$373K -47,767 -58%
GSIAS
83
Garden State Investment Advisory Services
New Jersey
$268K +$23.8K +3,046 +10%
FHA
84
Flagship Harbor Advisors
Massachusetts
$267K -$100K -12,830 -28%
CB
85
Commerce Bank
Missouri
$266K
JWCA
86
J.W. Cole Advisors
Florida
$263K -$28.1K -3,593 -10%
CFG
87
Cooper Financial Group
California
$256K +$50.4K +6,451 +25%
SWP
88
Semus Wealth Partners
Florida
$255K +$5.3K +678 +2%
PFO
89
Pathstone Family Office
New Jersey
$253K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$250K
SWM
91
SeaCrest Wealth Management
New York
$249K +$7.82K +1,000 +3%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$245K +$1.55K +198 +0.6%
MC
93
Moors & Cabot
Massachusetts
$243K +$22.3K +2,850 +10%
NA
94
NewEdge Advisors
Louisiana
$238K +$47.1K +6,019 +25%
SWM
95
Stockman Wealth Management
Montana
$238K
AWA
96
Arkadios Wealth Advisors
Georgia
$234K +$235 +30 +0.1%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$233K
CA
98
Claro Advisors
Massachusetts
$230K -$16K -2,051 -7%
WWM
99
Western Wealth Management
Colorado
$229K -$1.39K -178 -0.6%
WS
100
Wedbush Securities
California
$229K +$29.7K +3,800 +15%

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.