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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 232 → 245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$13.6M
3
1CP
1607 Capital Partners
Virginia
+$5.83M
4
AA
AQR Arbitrage
Connecticut
+$5.16M
5
LSC
Logan Stone Capital
Illinois
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$764K
2
Osaic Holdings
Osaic Holdings
Arizona
-$699K
3
GC
Guggenheim Capital
Illinois
-$682K
4
CAM
Cresset Asset Management
Illinois
-$514K
5
AAS
Ameritas Advisory Services
Nebraska
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Scissortail Wealth Management
Oklahoma
$187K +$177K +23,885 New
MSAM
127
Moloney Securities Asset Management
Missouri
$182K +$1.07K +144 +0.6%
TSS
128
Two Sigma Securities
New York
$171K +$165K +22,191 New
FFN
129
Focus Financial Network
Minnesota
$171K -$10.5K -1,413 -6%
SWA
130
Stratos Wealth Advisors
Ohio
$170K – – –
Cerity Partners
131
Cerity Partners
New York
$168K +$30 +4 +0%
AWS
132
Atria Wealth Solutions
New York
$166K – – –
BOS
133
Bank of Stockton
California
$165K – – –
SSC
134
Syverson Strege & Co
Iowa
$162K +$141 +19 +0.1%
CWC
135
Carolinas Wealth Consulting
North Carolina
$158K – – –
XT
136
XTX Topco
Cayman Islands
$157K +$151K +20,358 New
CA
137
Claro Advisors
Massachusetts
$156K -$64.1K -8,627 -30%
AWA
138
Amplius Wealth Advisors
Pennsylvania
$154K – – –
RG
139
Retirement Group
California
$154K – – –
HSA
140
HBK Sorce Advisory
Pennsylvania
$153K -$21.7K -2,921 -13%
Franklin Resources
141
Franklin Resources
California
$148K – – –
Empower Advisory Group
142
Empower Advisory Group
Colorado
$147K – – –
CAS
143
CTC Alternative Strategies
Illinois
$144K +$138K +18,600 New
SWP
144
Stratos Wealth Partners
Ohio
$142K +$2.38K +321 +2%
KPWS
145
Kestra Private Wealth Services
Texas
$141K +$1.2K +161 +0.9%
GIA
146
Gladstone Institutional Advisory
Florida
$140K +$17.2K +2,312 +15%
MWA
147
Meridian Wealth Advisors
Texas
$138K – – –
SSWM
148
Strait & Sound Wealth Management
California
$133K – – –
WCM
149
WealthBridge Capital Management
Ohio
$127K +$2.7K +363 +2%
VVP
150
Venture Visionary Partners
Ohio
$126K – – –
4 5
6
7 8

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.