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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
MFG
76
Merit Financial Group
Georgia
$379K -$43.4K -5,836 -11%
William Blair & Company
77
William Blair & Company
Illinois
$371K – – –
KA
78
Kovack Advisors
Florida
$368K +$57.1K +7,690 +19%
AC
79
Avory & Company
Florida
$363K -$7.58K -1,020 -2%
SCM
80
Sage Capital Management
New Jersey
$358K +$345K +46,431 New
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$352K -$386 -52 -0.1%
HF
82
HRT Financial
New York
$352K +$340K +45,690 New
IAG
83
Investmark Advisory Group
Connecticut
$347K +$13.8K +1,857 +4%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$324K +$312K +42,033 New
Natixis Advisors
85
Natixis Advisors
Massachusetts
$315K – – –
OC
86
Oppenheimer & Co
New York
$307K -$35.8K -4,817 -11%
GSIAS
87
Garden State Investment Advisory Services
New Jersey
$304K +$18.7K +2,518 +7%
PAG
88
Private Advisor Group
New Jersey
$300K -$52.3K -7,035 -15%
MML Investors Services
89
MML Investors Services
Massachusetts
$295K +$51K +6,865 +22%
QC
90
Quantedge Capital
Singapore
$290K +$279K +37,600 New
GWP
91
Gateway Wealth Partners
Wisconsin
$287K +$276K +37,190 New
CWM
92
Cranbrook Wealth Management
Michigan
$285K -$47.8K -6,427 -15%
AFG
93
Atomi Financial Group
New York
$284K -$21.9K -2,944 -7%
GC
94
Gratus Capital
Georgia
$284K +$290 +39 +0.1%
JWCA
95
J.W. Cole Advisors
Florida
$282K +$30.3K +4,084 +13%
SWM
96
Silverlake Wealth Management
Vermont
$279K – – –
TPCW
97
TD Private Client Wealth
New York
$271K – – –
MHS
98
M Holdings Securities
Oregon
$263K +$416 +56 +0.2%
CB
99
Commerce Bank
Missouri
$259K – – –
Northern Trust
100
Northern Trust
Illinois
$258K -$57.7K -7,763 -19%
2 3
4
5 6

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.