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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 223232 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Centurion Wealth Management
Virginia
$102K
PMFA
152
Plante Moran Financial Advisors
Michigan
$98.9K
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$97.9K +$1.98K +254 +2%
Kovitz Investment Group Partners
154
Kovitz Investment Group Partners
Illinois
$97.3K
CW
155
CIC Wealth
Maryland
$96.9K +$1.88K +241 +2%
EWA
156
Encompass Wealth Advisors
Oregon
$96K +$896 +115 +0.9%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$94.3K
SIAS
158
Summit Investment Advisory Services
Minnesota
$93.8K +$2.09K +268 +2%
WW
159
Waterfront Wealth
Kansas
$93.8K
HHGA
160
Halbert Hargrove Global Advisors
California
$91.8K
SYBT
161
Stock Yards Bank & Trust
Kentucky
$91K
PIA
162
Perennial Investment Advisors
California
$90.3K -$55.5K -7,120 -37%
LFAS
163
Level Four Advisory Services
Texas
$87.3K
WMS
164
Wealth Management Solutions
Pennsylvania
$85.5K
WF
165
Welch & Forbes
Massachusetts
$84.8K
AWM
166
Apollon Wealth Management
South Carolina
$84.8K
IA
167
Insight Advisors
Pennsylvania
$84.8K
IC
168
IEQ Capital
California
$82.5K +$1.85K +238 +2%
QCIG
169
Quad-Cities Investment Group
Iowa
$82.2K
SWA
170
Sax Wealth Advisors
New Jersey
$82.1K +$86.8K +11,142 New
RSWM
171
Robertson Stephens Wealth Management
California
$81.5K
FT
172
Fiduciary Trust
Massachusetts
$81.1K
WA
173
Wealth Alliance
New York
$80.3K +$631 +81 +0.7%
PFS
174
Prospera Financial Services
Texas
$79.9K +$84.5K +10,847 New
CA
175
Cetera Advisors
Colorado
$78K -$70.3K -9,024 -46%

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.