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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

245 hedge funds and large institutions have $666M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

53% more capital invested

Capital invested by funds: $436M → $666M (+$230M)

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

8.85% more ownership

Funds ownership: 19.36%28.21% (+8.9%)

6% more funds holding

Funds holding: 232245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
245
Holders Change
+13
Holders Change %
+5.6%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
74
Reduced
59
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$243K -$1.11K -150 -0.5%
SWM
102
SeaCrest Wealth Management
New York
$240K -$1.09K -147 -0.5%
SWP
103
Semus Wealth Partners
Florida
$240K -$13.6K -1,829 -6%
MA
104
MKT Advisors
California
$239K -$56.2K -7,568 -20%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$237K -$296K -39,850 -56%
WS
106
Wedbush Securities
California
$237K +$11.6K +1,555 +5%
SWM
107
Stockman Wealth Management
Montana
$232K
ICMP
108
Integrated Capital Management (Pennsylvania)
Pennsylvania
$229K +$221K +29,721 New
Creative Planning
109
Creative Planning
Kansas
$228K +$97.5K +13,125 +80%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$227K
MC
111
Moors & Cabot
Massachusetts
$225K +$5.67K +763 +3%
AWA
112
Arkadios Wealth Advisors
Georgia
$221K +$253 +34 +0.1%
WWM
113
Western Wealth Management
Colorado
$220K -$10.9K -1,473 -5%
DI
114
Diligent Investors
California
$219K +$11.9K +1,608 +6%
NA
115
NewEdge Advisors
Louisiana
$217K +$77K +10,367 +58%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$214K +$206K +27,740 New
SFPG
117
Stonebridge Financial Planning Group
Florida
$212K +$416 +56 +0.2%
MPCG
118
Matrix Private Capital Group
New York
$210K
MWM
119
Mission Wealth Management
California
$210K
FHA
120
Flagship Harbor Advisors
Massachusetts
$205K -$53.4K -7,188 -21%
LA
121
Lane & Associates
New Jersey
$204K +$2.88K +388 +1%
PIWA
122
Prevail Innovative Wealth Advisors
Kansas
$204K +$196K +26,393 New
Citadel Advisors
123
Citadel Advisors
Florida
$203K +$195K +26,237 New
MSFS
124
Main Street Financial Solutions
Pennsylvania
$201K -$37.4K -5,027 -16%
SP
125
Successful Portfolios
Florida
$191K +$184K +24,794 New

EXG Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2023, worth a combined $666M — up 53% from $436M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EXG positions and 24 closed out — a net gain of 18 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Centaurus Financial, cutting an estimated $764K.

  • 245 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2023, up from 232 in Q3 2023.
  • Funds reported $666M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2023, up 53% quarter-over-quarter.
  • 42 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2023 and 24 closed out, a net change of +18 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $153M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2023.