EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

Overview Fund Activity

229 hedge funds and large institutions have $435M 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, 75 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+9
Holders Change %
+4.09%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
75
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$10.3M
2
AA
2
AQR Arbitrage
Connecticut
$3.76M
3
KIM
3
Karpus Investment Management
New York
$19.1M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.25M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.76M

Top Sellers

1
MSAM
1
Moloney Securities Asset Management
Missouri
$173K
2
CF
2
Centaurus Financial
California
$1.88M
3
CAM
3
Cresset Asset Management
Illinois
$514K
4
SI
4
Saxon Interests
Texas
$0
5
AWS
5
Atria Wealth Solutions
New York
$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$97.9K +$1.87K +254 +2%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$97.3K – – –
CW
153
CIC Wealth
Maryland
$96.9K +$1.78K +241 +2%
EWA
154
Encompass Wealth Advisors
Oregon
$96K +$848 +115 +0.9%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$94.3K – – –
SIAS
156
Summit Investment Advisory Services
Minnesota
$93.8K +$1.98K +268 +2%
WW
157
Waterfront Wealth
Kansas
$93.8K – – –
HHGA
158
Halbert Hargrove Global Advisors
California
$91.8K – – –
SYBT
159
Stock Yards Bank & Trust
Kentucky
$91K – – –
PIA
160
Perennial Investment Advisors
California
$90.3K -$52.5K -7,120 -37%
LFAS
161
Level Four Advisory Services
Texas
$87.3K – – –
WMS
162
Wealth Management Solutions
Pennsylvania
$85.5K – – –
WF
163
Welch & Forbes
Massachusetts
$84.8K – – –
AWM
164
Apollon Wealth Management
South Carolina
$84.8K – – –
IA
165
Insight Advisors
Pennsylvania
$84.8K – – –
IC
166
IEQ Capital
California
$82.5K +$1.75K +238 +2%
QCIG
167
Quad-Cities Investment Group
Iowa
$82.2K – – –
SWA
168
Sax Wealth Advisors
New Jersey
$82.1K +$82.1K +11,142 New
RSWM
169
Robertson Stephens Wealth Management
California
$81.5K – – –
FT
170
Fiduciary Trust
Massachusetts
$81.1K – – –
WA
171
Wealth Alliance
New York
$80.3K +$597 +81 +0.7%
PFS
172
Prospera Financial Services
Texas
$79.9K +$79.9K +10,847 New
CA
173
Cetera Advisors
Colorado
$78K -$66.5K -9,024 -46%
9WM
174
9258 Wealth Management
Ohio
$77.9K – – –
CAMG
175
CWA Asset Management Group
Florida
$76.7K +$7 +1 +0%
5 6
7
8 9