We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 223 → 232 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$6.05M
2
AA
AQR Arbitrage
Connecticut
+$3.97M
3
KIM
Karpus Investment Management
New York
+$2.39M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.37M
5
Cohen & Steers
Cohen & Steers
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
MSAM
Moloney Securities Asset Management
Missouri
-$952K
2
CF
Centaurus Financial
California
-$935K
3
CAM
Cresset Asset Management
Illinois
-$875K
4
SI
Saxon Interests
Texas
-$790K
5
AWS
Atria Wealth Solutions
New York
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$302K +$319K +40,923 New
KA
77
Kovack Advisors
Florida
$294K +$18.6K +2,393 +6%
AFG
78
Atomi Financial Group
New York
$293K – – –
CFG
79
Cooper Financial Group
California
$285K +$49.7K +6,377 +20%
MA
80
MKT Advisors
California
$282K -$10K -1,285 -3%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$279K +$295K +37,845 New
GSIAS
82
Garden State Investment Advisory Services
New Jersey
$272K +$23.7K +3,045 +9%
GC
83
Gratus Capital
Georgia
$271K +$273 +35 +0.1%
SWM
84
Silverlake Wealth Management
Vermont
$266K – – –
TPCW
85
TD Private Client Wealth
New York
$259K – – –
OCM
86
One Capital Management
California
$258K +$273K +35,000 New
MHS
87
M Holdings Securities
Oregon
$251K +$160K +20,551 +152%
FHA
88
Flagship Harbor Advisors
Massachusetts
$249K +$911 +117 +0.3%
AWM
89
Axxcess Wealth Management
California
$248K +$262K +33,670 New
CB
90
Commerce Bank
Missouri
$247K – – –
SWP
91
Semus Wealth Partners
Florida
$243K +$5.31K +682 +2%
JWCA
92
J.W. Cole Advisors
Florida
$239K -$5.65K -725 -2%
PFO
93
Pathstone Family Office
New Jersey
$236K – – –
BFEC
94
Benjamin F. Edwards & Company
Missouri
$233K – – –
SWM
95
SeaCrest Wealth Management
New York
$232K +$8 +1 +0%
MML Investors Services
96
MML Investors Services
Massachusetts
$231K +$28.5K +3,659 +13%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$229K +$1.55K +199 +0.6%
SWM
98
Stockman Wealth Management
Montana
$221K – – –
WWM
99
Western Wealth Management
Colorado
$221K +$7.91K +1,015 +4%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$217K – – –
2 3
4
5 6

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.