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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

230 hedge funds and large institutions have $426M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $400M → $426M (+$25.9M)

0.68% more ownership

Funds ownership: 17.36%18.04% (+0.68%)

0% more funds holding

Funds holding: 230230 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
75
Reduced
56
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$217K -$11.4K -1,472 -5%
CG
102
Colony Group
Massachusetts
$217K
HI
103
Harbour Investments
Wisconsin
$217K +$40K +5,180 +23%
SFPG
104
Stonebridge Financial Planning Group
Florida
$214K +$386 +50 +0.2%
MWM
105
Mission Wealth Management
California
$213K -$23.2K -3,000 -10%
MPCG
106
Matrix Private Capital Group
New York
$212K -$30.1K -3,900 -13%
CCG
107
Capital CS Group
California
$212K -$93.2K -12,055 -31%
TC
108
TownSquare Capital
Utah
$211K +$209K +27,048 New
CA
109
Cetera Advisors
Colorado
$206K -$15.2K -1,970 -7%
CFG
110
Cooper Financial Group
California
$202K +$48.5K +6,281 +32%
DI
111
Diligent Investors
California
$197K -$11.6K -1,500 -6%
WS
112
Wedbush Securities
California
$196K -$28.9K -3,742 -13%
CF
113
Copperwynd Financial
Arizona
$192K +$48.9K +6,328 +35%
WP
114
WealthSpring Partners
California
$189K
NA
115
NewEdge Advisors
Louisiana
$186K +$80.2K +10,382 +76%
SSWM
116
Strait & Sound Wealth Management
California
$185K
FFN
117
Focus Financial Network
Minnesota
$182K +$6.31K +817 +4%
SWA
118
Stratos Wealth Advisors
Ohio
$172K
BHWM
119
Bar Harbor Wealth Management
New Hampshire
$168K
Cerity Partners
120
Cerity Partners
New York
$167K +$8 +1 +0%
SSC
121
Syverson Strege & Co
Iowa
$164K +$124 +16 +0.1%
SWP
122
Stratos Wealth Partners
Ohio
$160K +$14.7K +1,903 +10%
CWC
123
Carolinas Wealth Consulting
North Carolina
$159K
AWA
124
Amplius Wealth Advisors
Pennsylvania
$156K
RG
125
Retirement Group
California
$155K

EXG Hedge Fund Activity: Q1 2023 in Review

230 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2023, worth a combined $426M — up 6.5% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 24 closed out — a net gain of 3 holders — while 75 added to existing stakes and 56 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.8M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.11M sold.

  • 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $426M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2023, up 6.5% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2023 and 24 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $10.8M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2023.