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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
BWP
176
Baldwin Wealth Partners
Massachusetts
$79.2K
US Bancorp
177
US Bancorp
Minnesota
$75.5K -$27.4K -3,500 -27%
CT
178
Caldwell Trust
Florida
$73.2K +$33.2K +4,250 +85%
OIA
179
Optimum Investment Advisors
Illinois
$63K
Citigroup
180
Citigroup
New York
$62.2K +$383 +49 +0.6%
HS
181
Horan Securities
United States
$51K
BC
182
Bartlett & Co
Ohio
$46K +$39.1K +5,000 +667%
OP
183
ORG Partners
Indiana
$46K +$45.7K +5,846 New
BCWM
184
Bartlett & Co Wealth Management
Ohio
$45.5K +$39.1K +5,000 +667%
NSIM
185
North Star Investment Management
Illinois
$40.8K +$844 +108 +2%
CCMW
186
Cypress Capital Management (Wyoming)
Wyoming
$39.6K
WP
187
WealthPLAN Partners
Nebraska
$37.9K
AWM
188
Avior Wealth Management
Nebraska
$34.4K
CBT
189
CoreFirst Bank & Trust
Kansas
$31.7K
BWL
190
Bogart Wealth LLC
Virginia
$31.3K -$227 -29 -0.7%
AF
191
Allworth Financial
California
$29.1K
SWA
192
SOA Wealth Advisors
New York
$26.2K +$539 +69 +2%
RFA
193
Register Financial Advisors
Georgia
$25.5K
FCAG
194
First Capital Advisors Group
New Jersey
$22.1K +$21.8K +2,791 New
FMP
195
Financial Management Professionals
Texas
$22K
CPA
196
Cowen Prime Advisors
New York
$21.4K
VCM
197
Versant Capital Management
Arizona
$20.8K
WWP
198
WR Wealth Planners
Missouri
$20.6K
PTC
199
Private Trust Company
Ohio
$19.8K
HPC
200
HM Payson & Co
Maine
$19.3K

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.