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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
CAMG
176
CWA Asset Management Group
Florida
$81.2K +$23 +3 +0%
PL
177
Plancorp LLC
Missouri
$81.2K
API
178
Advisor Partners II
California
$80.5K
BWP
179
Baldwin Wealth Partners
Massachusetts
$78.1K
HAS
180
HBW Advisory Services
California
$78K +$77.5K +10,028 New
OIA
181
Optimum Investment Advisors
Illinois
$62.1K
Citigroup
182
Citigroup
New York
$61K +$495 +64 +0.8%
HS
183
Horan Securities
United States
$50.3K
ASN
184
Advisory Services Network
Georgia
$48.7K
NSIM
185
North Star Investment Management
Illinois
$39.4K +$827 +107 +2%
CCMW
186
Cypress Capital Management (Wyoming)
Wyoming
$39K
CT
187
Caldwell Trust
Florida
$39K
WP
188
WealthPLAN Partners
Nebraska
$37.3K +$36.9K +4,779 New
AIP
189
Ahrens Investment Partners
Louisiana
$35.8K +$35.4K +4,585 New
AWM
190
Avior Wealth Management
Nebraska
$34K
CBT
191
CoreFirst Bank & Trust
Kansas
$31.2K
BWL
192
Bogart Wealth LLC
Virginia
$31.1K
AF
193
Allworth Financial
California
$28.7K +$28.4K +3,680 New
SWA
194
SOA Wealth Advisors
New York
$25.3K +$533 +69 +2%
RFA
195
Register Financial Advisors
Georgia
$25.1K +$19.9K +2,577 +403%
FMP
196
Financial Management Professionals
Texas
$22K
CPA
197
Cowen Prime Advisors
New York
$21K
VCM
198
Versant Capital Management
Arizona
$20.5K +$20.3K +2,630 New
WWP
199
WR Wealth Planners
Missouri
$20.3K +$20.1K +2,600 New
PTC
200
Private Trust Company
Ohio
$19.5K

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.