Eaton Vance Tax-Managed Global Diversified Equity Income Fund
208 hedge funds and large institutions have $373M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 50 reducing their positions, and 34 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.71% less ownership
Funds ownership: 17.51% → 16.8% (-0.71%)
9% less capital invested
Capital invested by funds: $409M → $373M (-$36.3M)
10% less funds holding
Funds holding: 230 → 208 (-22)
53% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.11M |
| 2 |
Rockefeller Capital Management
New York
|
+$591K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$582K |
| 4 |
LPL Financial
San Diego,
California
|
+$544K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.3M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.95M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.18M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.09M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$929K |
EXG Hedge Fund Activity: Q3 2022 in Review
208 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2022, worth a combined $373M — down 8.9% from $409M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of EXG and 16 opened new positions — a net loss of 18 holders — while 50 trimmed existing stakes and 74 added.
The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $5.3M sold.
- 208 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2022, down from 230 in Q2 2022.
- Funds reported $373M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2022, down 8.9% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2022 and 34 closed out, a net change of -18 holders.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $3.11M added.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2022 was Brinker Capital Investments, an estimated $5.3M sold.
Based on aggregated 13F filings for Q3 2022.