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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
PIA
126
Perennial Investment Advisors
California
$151K +$149K +19,314 New
Franklin Resources
127
Franklin Resources
California
$149K
Empower Advisory Group
128
Empower Advisory Group
Colorado
$147K +$147K +19,000 New
HNB
129
Huntington National Bank
Ohio
$146K
KPWS
130
Kestra Private Wealth Services
Texas
$141K -$96.1K -12,441 -41%
MWA
131
Meridian Wealth Advisors
Texas
$140K
GIA
132
Gladstone Institutional Advisory
Florida
$139K
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$132K -$126K -16,263 -49%
AA
134
AlphaMark Advisors
Kentucky
$125K
PGWM
135
Parisi Gray Wealth Management
New Jersey
$125K
WCM
136
WealthBridge Capital Management
Ohio
$120K +$2.52K +326 +2%
Mariner
137
Mariner
Kansas
$117K -$23.1K -2,986 -17%
Creative Planning
138
Creative Planning
Kansas
$115K +$26.8K +3,467 +31%
Brown Advisory
139
Brown Advisory
Maryland
$115K +$317 +41 +0.3%
VHAM
140
Van Hulzen Asset Management
California
$114K
WW
141
Waterfront Wealth
Kansas
$114K -$31.8K -4,110 -22%
SWM
142
Spire Wealth Management
Virginia
$111K +$107K +13,869 +3,441%
LI
143
LVZ Inc
Michigan
$111K
CWM
144
Centurion Wealth Management
Virginia
$108K
NW
145
NewEdge Wealth
Pennsylvania
$108K +$107K +13,850 New
FT
146
Fiduciary Trust
Massachusetts
$107K
ACI
147
Alpha Cubed Investments
California
$106K -$27.8K -3,600 -21%
OBWG
148
Onyx Bridge Wealth Group
New York
$106K
PMFA
149
Plante Moran Financial Advisors
Michigan
$105K
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$103K +$102K +13,200 New

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.