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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
9WM
176
9258 Wealth Management
Ohio
$77.9K
CAMG
177
CWA Asset Management Group
Florida
$76.7K +$8 +1 +0%
PL
178
Plancorp LLC
Missouri
$76.6K
API
179
Advisor Partners II
California
$75.9K
HA
180
Herold Advisors
New York
$75.5K -$1.56K -200 -2%
ACI
181
Alpha Cubed Investments
California
$73.7K -$26.5K -3,400 -25%
NW
182
NewEdge Wealth
Pennsylvania
$73.7K -$30K -3,850 -28%
BWP
183
Baldwin Wealth Partners
Massachusetts
$73.7K
US Bancorp
184
US Bancorp
Minnesota
$70.2K -$125 -16 -0.2%
CT
185
Caldwell Trust
Florida
$68.2K
NS
186
NBC Securities
Alabama
$58K +$61.4K +7,875 New
OIA
187
Optimum Investment Advisors
Illinois
$57.1K -$1.56K -200 -3%
Citigroup
188
Citigroup
New York
$55.4K -$2.63K -338 -4%
SCA
189
Stonebridge Capital Advisors
Minnesota
$49.4K +$52.2K +6,697 New
LAS
190
LWM Advisory Services
Florida
$45K +$47.5K +6,103 New
BCWM
191
Bartlett & Co Wealth Management
Ohio
$42.4K
BC
192
Bartlett & Co
Ohio
$42K
NSIM
193
North Star Investment Management
Illinois
$38.8K +$873 +112 +2%
CCMW
194
Cypress Capital Management (Wyoming)
Wyoming
$36.9K
JP Morgan Chase
195
JP Morgan Chase
New York
$36.1K +$37.8K +4,850 +11,548%
PGAM
196
Princeton Global Asset Management
New Jersey
$34K +$28.5K +3,659 +385%
AWM
197
Avior Wealth Management
Nebraska
$32K
CBT
198
CoreFirst Bank & Trust
Kansas
$29.5K
BWL
199
Bogart Wealth LLC
Virginia
$29.1K
SWA
200
SOA Wealth Advisors
New York
$24.9K +$545 +70 +2%

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.