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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

223 hedge funds and large institutions have $449M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $426M → $449M (+$22.7M)

0.51% more ownership

Funds ownership: 18.04%18.55% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 230223 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
72
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$221K +$102K +13,027 +87%
CG
102
Colony Group
Massachusetts
$220K
MML Investors Services
103
MML Investors Services
Massachusetts
$219K -$30.5K -3,896 -12%
SFPG
104
Stonebridge Financial Planning Group
Florida
$217K +$391 +50 +0.2%
MPCG
105
Matrix Private Capital Group
New York
$216K +$782 +100 +0.4%
MWM
106
Mission Wealth Management
California
$216K
HI
107
Harbour Investments
Wisconsin
$214K -$6.23K -797 -3%
DI
108
Diligent Investors
California
$203K +$3.19K +408 +2%
FFN
109
Focus Financial Network
Minnesota
$185K +$1.17K +149 +0.6%
WP
110
WealthSpring Partners
California
$183K -$8.6K -1,100 -5%
WOSD
111
WFA of San Diego
California
$180K -$59K -7,545 -25%
SWA
112
Stratos Wealth Advisors
Ohio
$174K
GAA
113
Global Assets Advisory
Florida
$174K -$164K -21,000 -49%
Cerity Partners
114
Cerity Partners
New York
$172K +$31 +4 +0%
BHWM
115
Bar Harbor Wealth Management
New Hampshire
$170K
SSC
116
Syverson Strege & Co
Iowa
$166K +$133 +17 +0.1%
CWC
117
Carolinas Wealth Consulting
North Carolina
$162K
AWA
118
Amplius Wealth Advisors
Pennsylvania
$158K
RG
119
Retirement Group
California
$158K
CA
120
Cetera Advisors
Colorado
$155K -$53K -6,784 -26%
CF
121
Copperwynd Financial
Arizona
$155K -$39.7K -5,075 -21%
PIA
122
Perennial Investment Advisors
California
$153K +$508 +65 +0.3%
Franklin Resources
123
Franklin Resources
California
$152K
Empower Advisory Group
124
Empower Advisory Group
Colorado
$150K
CCG
125
Capital CS Group
California
$147K -$66.6K -8,515 -31%

EXG Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2023, worth a combined $449M — up 5.3% from $426M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EXG and 13 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $4.81M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $4.3M sold.

  • 223 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2023, down from 230 in Q1 2023.
  • Funds reported $449M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2023, up 5.3% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2023 and 19 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $4.81M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2023 was Mach-1 Financial Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.