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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
CW
151
CIC Wealth
Maryland
$102K +$1.88K +240 +2%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$101K
HSA
153
HBK Sorce Advisory
Pennsylvania
$99.2K +$16.3K +2,081 +20%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$99.1K -$263K -33,667 -75%
SIAS
155
Summit Investment Advisory Services
Minnesota
$98.7K +$1.36K +174 +1%
HHGA
156
Halbert Hargrove Global Advisors
California
$98.7K
SYBT
157
Stock Yards Bank & Trust
Kentucky
$97.8K
SCA
158
Snowden Capital Advisors
New York
$96.1K
LFAS
159
Level Four Advisory Services
Texas
$93.9K
WMS
160
Wealth Management Solutions
Pennsylvania
$91.9K
AWM
161
Apollon Wealth Management
South Carolina
$91.1K
IA
162
Insight Advisors
Pennsylvania
$91.1K
WF
163
Welch & Forbes
Massachusetts
$91.1K
QCIG
164
Quad-Cities Investment Group
Iowa
$88.3K +$1.1K +141 +1%
RSWM
165
Robertson Stephens Wealth Management
California
$87.6K
BPA
166
Beacon Pointe Advisors
California
$87.6K +$86.4K +11,055 New
FT
167
Fiduciary Trust
Massachusetts
$87.1K -$21.1K -2,700 -20%
IC
168
IEQ Capital
California
$86.7K +$85.6K +10,953 New
WA
169
Wealth Alliance
New York
$85.7K -$1.13K -145 -1%
9WM
170
9258 Wealth Management
Ohio
$83.7K
HA
171
Herold Advisors
New York
$82.8K -$1.56K -200 -2%
CAMG
172
CWA Asset Management Group
Florida
$82.4K +$16 +2 +0%
PL
173
Plancorp LLC
Missouri
$82.4K
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$81.9K -$11K -1,409 -12%
API
175
Advisor Partners II
California
$81.6K

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.