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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

232 hedge funds and large institutions have $436M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 59

4% more funds holding

Funds holding: 223232 (+9)

0.81% more ownership

Funds ownership: 18.55%19.36% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $449M → $436M (-$13M)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
76
Reduced
59
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$215K +$2.1K +270 +0.9%
CA
102
Claro Advisors
Massachusetts
$213K -$1.4K -180 -0.6%
AWA
103
Arkadios Wealth Advisors
Georgia
$211K -$7.55K -969 -3%
MC
104
Moors & Cabot
Massachusetts
$209K -$17.4K -2,231 -7%
CG
105
Colony Group
Massachusetts
$204K
SFPG
106
Stonebridge Financial Planning Group
Florida
$202K +$405 +52 +0.2%
MPCG
107
Matrix Private Capital Group
New York
$201K
MWM
108
Mission Wealth Management
California
$201K
HI
109
Harbour Investments
Wisconsin
$200K +$958 +123 +0.5%
Mariner
110
Mariner
Kansas
$198K -$8.94K -1,147 -4%
DI
111
Diligent Investors
California
$197K +$7.99K +1,026 +4%
LA
112
Lane & Associates
New Jersey
$192K +$203K +26,019 New
FFN
113
Focus Financial Network
Minnesota
$174K +$1.17K +150 +0.6%
MSAM
114
Moloney Securities Asset Management
Missouri
$173K -$952K -122,233 -84%
WP
115
WealthSpring Partners
California
$170K
HSA
116
HBK Sorce Advisory
Pennsylvania
$167K +$79.4K +10,189 +81%
SWA
117
Stratos Wealth Advisors
Ohio
$162K +$187 +24 +0.1%
Cerity Partners
118
Cerity Partners
New York
$160K +$31 +4 +0%
AWS
119
Atria Wealth Solutions
New York
$158K -$714K -91,710 -81%
SSC
120
Syverson Strege & Co
Iowa
$155K +$39 +5 +0%
AWA
121
Amplius Wealth Advisors
Pennsylvania
$147K
RG
122
Retirement Group
California
$147K
Fisher Asset Management
123
Fisher Asset Management
Washington
$145K +$153K +19,685 New
BOS
124
Bank of Stockton
California
$145K +$166K +21,292 New
FSI
125
Flow State Investments
Illinois
$144K +$152K +19,533 New

EXG Hedge Fund Activity: Q3 2023 in Review

232 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2023, worth a combined $436M — down 2.9% from $449M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EXG positions and 12 closed out — a net gain of 13 holders — while 76 added to existing stakes and 59 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $6.05M. The largest seller was Moloney Securities Asset Management, cutting an estimated $952K.

  • 232 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2023, up from 223 in Q2 2023.
  • Funds reported $436M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2023 and 12 closed out, a net change of +13 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $6.05M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2023 was Moloney Securities Asset Management, an estimated $952K sold.

Based on aggregated 13F filings for Q3 2023.