We are live on ! Find out more
EXG icon

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
RVPG
176
Relative Value Partners Group
$89.5K +$86.1K +11,593 New
IA
177
Insight Advisors
Pennsylvania
$88.8K
WF
178
Welch & Forbes
Massachusetts
$88.8K
BPA
179
Beacon Pointe Advisors
California
$88.5K -$40.3K -5,430 -32%
QCIG
180
Quad-Cities Investment Group
Iowa
$86.5K
SWA
181
Sax Wealth Advisors
New Jersey
$86K
RSWM
182
Robertson Stephens Wealth Management
California
$85.4K
Mariner
183
Mariner
Kansas
$84.9K -$117K -15,800 -59%
AWM
184
Apollon Wealth Management
South Carolina
$84.9K -$3.71K -500 -4%
WA
185
Wealth Alliance
New York
$84.8K +$639 +86 +0.8%
BPWM
186
Badgley Phelps Wealth Managers
Washington
$84.1K +$81K +10,896 New
LNC
187
Lincoln National Corp
Pennsylvania
$83.2K +$80.1K +10,780 New
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$82.1K +$79K +10,632 New
PL
189
Plancorp LLC
Missouri
$80.3K
LFAS
190
Level Four Advisory Services
Texas
$79.9K -$11.1K -1,498 -13%
OIA
191
Optimum Investment Advisors
Illinois
$79.9K +$19.3K +2,600 +34%
PFS
192
Prospera Financial Services
Texas
$79.7K -$3.92K -528 -5%
CAMG
193
CWA Asset Management Group
Florida
$78.2K -$1.98K -267 -3%
ACI
194
Alpha Cubed Investments
California
$77.2K
BWP
195
Baldwin Wealth Partners
Massachusetts
$77.2K
BTI
196
Blue Trust Inc
Georgia
$74K +$74.3K +10,000 New
CT
197
Caldwell Trust
Florida
$71.4K
SSB
198
Sandy Spring Bank
Maryland
$65.2K +$62.7K +8,443 New
NS
199
NBC Securities
Alabama
$60K +$74 +10 +0.1%
Citigroup
200
Citigroup
New York
$58.3K +$268 +36 +0.5%

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.