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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
SWP
126
Stratos Wealth Partners
Ohio
$143K -$19.5K -2,494 -12%
MWA
127
Meridian Wealth Advisors
Texas
$142K
SSWM
128
Strait & Sound Wealth Management
California
$136K -$50.8K -6,500 -27%
Creative Planning
129
Creative Planning
Kansas
$132K +$14.7K +1,878 +13%
VVP
130
Venture Visionary Partners
Ohio
$129K +$127K +16,300 New
HNB
131
Huntington National Bank
Ohio
$128K
CWS
132
Confluence Wealth Services
Pennsylvania
$127K +$26.4K +3,379 +27%
AA
133
AlphaMark Advisors
Kentucky
$127K
GIA
134
Gladstone Institutional Advisory
Florida
$126K -$15.1K -1,930 -11%
WCM
135
WealthBridge Capital Management
Ohio
$124K +$2.58K +330 +2%
KPWS
136
Kestra Private Wealth Services
Texas
$118K -$24.6K -3,144 -17%
Brown Advisory
137
Brown Advisory
Maryland
$117K +$321 +41 +0.3%
VHAM
138
Van Hulzen Asset Management
California
$115K
SWM
139
Spire Wealth Management
Virginia
$113K
LI
140
LVZ Inc
Michigan
$113K
CWM
141
Centurion Wealth Management
Virginia
$110K
NW
142
NewEdge Wealth
Pennsylvania
$110K
MWM
143
Modera Wealth Management
New Jersey
$109K +$7.04K +900 +7%
WW
144
Waterfront Wealth
Kansas
$107K -$9.23K -1,180 -8%
MHS
145
M Holdings Securities
Oregon
$107K -$153K -19,562 -59%
PMFA
146
Plante Moran Financial Advisors
Michigan
$106K
ACI
147
Alpha Cubed Investments
California
$106K -$1.56K -200 -1%
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$105K
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$103K -$30.4K -3,893 -23%
EWA
150
Encompass Wealth Advisors
Oregon
$102K +$876 +112 +0.9%

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.