We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

230 hedge funds and large institutions have $400M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

11% more funds holding

Funds holding: 208 → 230 (+22)

7% more capital invested

Capital invested by funds: $373M → $400M (+$27.7M)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

0.56% more ownership

Funds ownership: 16.8% → 17.36% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
65
Reduced
62
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.05M
2
Invesco
Invesco
Georgia
+$3.44M
3
SFS
Shaker Financial Services
Virginia
+$2.17M
4
WAM
Weiss Asset Management
Massachusetts
+$2.14M
5
WAM
Wolverine Asset Management
Illinois
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
-$2.59M
2
GC
Guggenheim Capital
Illinois
-$1.59M
3
Cohen & Steers
Cohen & Steers
New York
-$1.4M
4
CAN
Cetera Advisor Networks
California
-$1.32M
5
Ameriprise
Ameriprise
Minnesota
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
101
Diligent Investors
California
$202K +$19K +2,480 +10%
PAG
102
Private Advisor Group
New Jersey
$197K +$205K +26,750 +75%
SWM
103
Scissortail Wealth Management
Oklahoma
$189K +$183K +23,885 New
SSWM
104
Strait & Sound Wealth Management
California
$187K +$181K +23,700 New
MSAM
105
Moloney Securities Asset Management
Missouri
$183K +$1.06K +138 +0.6%
SWM
106
SeaCrest Wealth Management
New York
$183K -$23K -3,000 -11%
WP
107
WealthSpring Partners
California
$183K – – –
HI
108
Harbour Investments
Wisconsin
$171K +$95.2K +12,430 +122%
BCM
109
Bluefin Capital Management
New York
$170K -$119K -15,581 -41%
FFN
110
Focus Financial Network
Minnesota
$169K -$681 -89 -0.4%
SWA
111
Stratos Wealth Advisors
Ohio
$166K +$168K +22,000 New
Cerity Partners
112
Cerity Partners
New York
$164K -$42.1K -5,503 -20%
BHWM
113
Bar Harbor Wealth Management
New Hampshire
$162K – – –
VF
114
Virtu Financial
New York
$159K +$161K +21,066 New
SSC
115
Syverson Strege & Co
Iowa
$158K +$138 +18 +0.1%
HSA
116
HBK Sorce Advisory
Pennsylvania
$158K +$80.3K +10,490 +101%
CWC
117
Carolinas Wealth Consulting
North Carolina
$154K – – –
GAA
118
Global Assets Advisory
Florida
$154K +$156K +20,400 New
AWA
119
Amplius Wealth Advisors
Pennsylvania
$151K – – –
RG
120
Retirement Group
California
$150K +$152K +19,887 New
CFG
121
Cooper Financial Group
California
$148K +$52.3K +6,830 +54%
WW
122
Waterfront Wealth
Kansas
$148K – – –
Franklin Resources
123
Franklin Resources
California
$144K +$2.55K +333 +2%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$144K – – –
PCA
125
Personal Capital Advisors
California
$143K -$23K -3,000 -14%
3 4
5
6 7

EXG Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2022, worth a combined $400M — up 7.4% from $373M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXG positions and 12 closed out — a net gain of 26 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $4.05M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $2.59M.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2022, up from 208 in Q3 2022.
  • Funds reported $400M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 38 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2022 and 12 closed out, a net change of +26 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $4.05M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2022.