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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 223 → 232 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$6.05M
2
AA
AQR Arbitrage
Connecticut
+$3.97M
3
KIM
Karpus Investment Management
New York
+$2.39M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.37M
5
Cohen & Steers
Cohen & Steers
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
MSAM
Moloney Securities Asset Management
Missouri
-$952K
2
CF
Centaurus Financial
California
-$935K
3
CAM
Cresset Asset Management
Illinois
-$875K
4
SI
Saxon Interests
Texas
-$790K
5
AWS
Atria Wealth Solutions
New York
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
126
Carolinas Wealth Consulting
North Carolina
$142K – – –
Franklin Resources
127
Franklin Resources
California
$141K – – –
Empower Advisory Group
128
Empower Advisory Group
Colorado
$140K – – –
KPWS
129
Kestra Private Wealth Services
Texas
$133K +$24.5K +3,148 +21%
SWP
130
Stratos Wealth Partners
Ohio
$133K – – –
MWA
131
Meridian Wealth Advisors
Texas
$132K – – –
KAS
132
KPP Advisory Services
Kentucky
$131K +$138K +17,735 New
NA
133
NewEdge Advisors
Louisiana
$131K -$96.1K -12,337 -41%
GAA
134
Global Assets Advisory
Florida
$129K -$34.3K -4,400 -20%
SSWM
135
Strait & Sound Wealth Management
California
$127K – – –
HNB
136
Huntington National Bank
Ohio
$126K – – –
BPA
137
Beacon Pointe Advisors
California
$125K +$45.5K +5,842 +53%
CCG
138
Capital CS Group
California
$123K -$14.9K -1,908 -10%
Creative Planning
139
Creative Planning
Kansas
$121K -$2.14K -275 -2%
VVP
140
Venture Visionary Partners
Ohio
$120K – – –
CWS
141
Confluence Wealth Services
Pennsylvania
$119K – – –
SWM
142
Spire Wealth Management
Virginia
$118K +$13.8K +1,767 +12%
WCM
143
WealthBridge Capital Management
Ohio
$118K +$2.59K +332 +2%
AA
144
AlphaMark Advisors
Kentucky
$118K – – –
PGWM
145
Parisi Gray Wealth Management
New Jersey
$118K +$124K +15,962 New
GIA
146
Gladstone Institutional Advisory
Florida
$117K – – –
MWM
147
Modera Wealth Management
New Jersey
$110K +$9.74K +1,250 +9%
Brown Advisory
148
Brown Advisory
Maryland
$109K +$218 +28 +0.2%
VHAM
149
Van Hulzen Asset Management
California
$107K – – –
LI
150
LVZ Inc
Michigan
$105K – – –
4 5
6
7 8

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.