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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 232245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$125K
SWM
152
Spire Wealth Management
Virginia
$124K
CWS
153
Confluence Wealth Services
Pennsylvania
$124K
AA
154
AlphaMark Advisors
Kentucky
$124K
CCG
155
Capital CS Group
California
$123K -$5.31K -714 -4%
PGWM
156
Parisi Gray Wealth Management
New Jersey
$123K
HI
157
Harbour Investments
Wisconsin
$122K -$84.3K -11,340 -42%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$116K -$170K -22,856 -60%
Brown Advisory
159
Brown Advisory
Maryland
$115K
VHAM
160
Van Hulzen Asset Management
California
$112K
GAA
161
Global Assets Advisory
Florida
$112K -$22.3K -3,000 -17%
LI
162
LVZ Inc
Michigan
$110K
CCG
163
Catalina Capital Group
California
$108K +$104K +13,995 New
CWM
164
Centurion Wealth Management
Virginia
$107K
PMFA
165
Plante Moran Financial Advisors
Michigan
$104K
CW
166
CIC Wealth
Maryland
$104K +$1.96K +264 +2%
WW
167
Waterfront Wealth
Kansas
$103K
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$102K
SIAS
169
Summit Investment Advisory Services
Minnesota
$101K +$2.13K +286 +2%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$98.8K
HHGA
171
Halbert Hargrove Global Advisors
California
$96.2K
SYBT
172
Stock Yards Bank & Trust
Kentucky
$95.3K
PIA
173
Perennial Investment Advisors
California
$94.6K
IPAM
174
Investment Partners Asset Management
New Jersey
$94.1K +$90.5K +12,184 New
Bank of New York Mellon
175
Bank of New York Mellon
New York
$90K +$86.6K +11,660 New

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.