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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

208 hedge funds and large institutions have $373M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 17.51% → 16.8% (-0.71%)

9% less capital invested

Capital invested by funds: $409M → $373M (-$36.3M)

10% less funds holding

Funds holding: 230 → 208 (-22)

53% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 34

Holders
208
Holders Change
-22
Holders Change %
-9.57%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
74
Reduced
50
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.11M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$591K
3
Stifel Financial
Stifel Financial
Missouri
+$582K
4
LPL Financial
LPL Financial
California
+$544K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$507K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$5.3M
2
SFS
Shaker Financial Services
Virginia
-$3.95M
3
OPS
Orion Portfolio Solutions
Nebraska
-$1.18M
4
WAM
Wolverine Asset Management
Illinois
-$1.09M
5
AAM
Advisors Asset Management
Colorado
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
AlphaMark Advisors
Kentucky
$171K +$197K +23,600 New
Citadel Advisors
102
Citadel Advisors
Florida
$165K +$82.9K +9,950 +77%
FFN
103
Focus Financial Network
Minnesota
$163K +$999 +120 +0.5%
PCA
104
Personal Capital Advisors
California
$160K +$25K +3,000 +16%
AWM
105
Axxcess Wealth Management
California
$156K – – –
BHWM
106
Bar Harbor Wealth Management
New Hampshire
$156K – – –
SSC
107
Syverson Strege & Co
Iowa
$152K +$158 +19 +0.1%
MWA
108
Meridian Wealth Advisors
Texas
$149K +$25.2K +3,027 +17%
CWC
109
Carolinas Wealth Consulting
North Carolina
$148K -$43.2K -5,188 -20%
WW
110
Waterfront Wealth
Kansas
$146K – – –
AWA
111
Amplius Wealth Advisors
Pennsylvania
$145K – – –
CA
112
Cetera Advisors
Colorado
$141K -$2.78K -334 -2%
CF
113
Copperwynd Financial
Arizona
$138K – – –
FFG
114
Ford Financial Group
California
$138K +$2.12K +254 +1%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$138K +$41.6K +5,000 +35%
SCM
116
SOL Capital Management
Maryland
$138K +$158K +18,992 New
HNB
117
Huntington National Bank
Ohio
$137K – – –
Franklin Resources
118
Franklin Resources
California
$136K +$5.08K +610 +3%
ACI
119
Alpha Cubed Investments
California
$127K -$16.4K -1,970 -10%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$118K -$27.9K -3,355 -17%
PGWM
121
Parisi Gray Wealth Management
New Jersey
$116K – – –
FT
122
Fiduciary Trust
Massachusetts
$113K – – –
WCM
123
WealthBridge Capital Management
Ohio
$111K – – –
RPCA
124
Running Point Capital Advisors
California
$109K – – –
VHAM
125
Van Hulzen Asset Management
California
$106K – – –
3 4
5
6 7

EXG Hedge Fund Activity: Q3 2022 in Review

208 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2022, worth a combined $373M — down 8.9% from $409M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of EXG and 16 opened new positions — a net loss of 18 holders — while 50 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.3M sold.

  • 208 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2022, down from 230 in Q2 2022.
  • Funds reported $373M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2022 and 34 closed out, a net change of -18 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $3.11M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2022 was Brinker Capital Investments, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2022.