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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
US Bancorp
151
US Bancorp
Minnesota
$102K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$100K
MWM
153
Modera Wealth Management
New Jersey
$100K +$5.41K +700 +6%
EWA
154
Encompass Wealth Advisors
Oregon
$100K +$858 +111 +0.9%
CWS
155
Confluence Wealth Services
Pennsylvania
$99.3K
CW
156
CIC Wealth
Maryland
$98.9K +$1.83K +237 +2%
HHGA
157
Halbert Hargrove Global Advisors
California
$97.3K +$96.3K +12,460 New
SYBT
158
Stock Yards Bank & Trust
Kentucky
$97K
SIAS
159
Summit Investment Advisory Services
Minnesota
$96K
SCA
160
Snowden Capital Advisors
New York
$94.8K
LFAS
161
Level Four Advisory Services
Texas
$92.5K
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$91.8K
WMS
163
Wealth Management Solutions
Pennsylvania
$90.6K
WF
164
Welch & Forbes
Massachusetts
$89.8K
IA
165
Insight Advisors
Pennsylvania
$89.8K
AWM
166
Apollon Wealth Management
South Carolina
$89.8K +$88.9K +11,500 New
RSWM
167
Robertson Stephens Wealth Management
California
$86.3K +$85.4K +11,056 New
QCIG
168
Quad-Cities Investment Group
Iowa
$86K +$1.61K +208 +2%
WA
169
Wealth Alliance
New York
$85.6K +$2.32K +300 +3%
CC
170
Commons Capital
Massachusetts
$85.5K +$719 +93 +0.9%
HA
171
Herold Advisors
New York
$83.2K -$10.5K -1,363 -11%
9WM
172
9258 Wealth Management
Ohio
$82.6K
HSA
173
HBK Sorce Advisory
Pennsylvania
$81.6K -$80.7K -10,444 -50%
OPS
174
Orion Portfolio Solutions
Nebraska
$81.2K -$927 -120 -1%
BCI
175
Brinker Capital Investments
Pennsylvania
$81.2K +$80.4K +10,400 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.