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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
HPC
201
HM Payson & Co
Maine
$19K
CT
202
Cambridge Trust
Massachusetts
$18.8K
EWA
203
EverSource Wealth Advisors
Alabama
$17.8K +$9.16K +1,185 +108%
IGWM
204
ICA Group Wealth Management
Colorado
$16.1K
BC
205
Barrett & Company
Rhode Island
$15.2K
VWM
206
Venturi Wealth Management
Texas
$13.7K +$13.6K +1,754 New
HIA
207
Harbor Investment Advisory
Maryland
$12.9K
GWM
208
Geneos Wealth Management
Colorado
$12.3K +$4.1K +531 +51%
CM
209
Cornerstone Management
Georgia
$11.7K +$11.6K +1,500 New
TWM
210
Tradition Wealth Management
Minnesota
$9K +$178 +23 +2%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$8.96K
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$8.85K +$673K +87,048 +8%
EWM
213
Endurance Wealth Management
Rhode Island
$8K
ANBT
214
American National Bank & Trust
Texas
$7.97K
BWM
215
Baystate Wealth Management
Massachusetts
$7.96K +$162 +21 +2%
BAM
216
Belpointe Asset Management
Nevada
$7.81K -$94.4K -12,214 -92%
OLVIG
217
Oliver Lagore Vanvalin Investment Group
Michigan
$7.81K
RCM
218
Raleigh Capital Management
North Carolina
$7.81K
PGAM
219
Princeton Global Asset Management
New Jersey
$7.42K +$155 +20 +2%
BWA
220
BDO Wealth Advisors
Florida
$7.03K
AW
221
Avion Wealth
Texas
$7K
BC
222
Bartlett & Co
Ohio
$6K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$5.86K
KFI
224
Key Financial Inc
Pennsylvania
$2.73K
AIM
225
Anchor Investment Management
South Carolina
$1.17K +$1.16K +150 New

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.