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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
EWA
201
EverSource Wealth Advisors
Alabama
$18.1K
IGWM
202
ICA Group Wealth Management
Colorado
$16.4K
BC
203
Barrett & Company
Rhode Island
$15.4K
TRCT
204
Tower Research Capital (TRC)
New York
$15.4K +$14.5K +1,849 +2,032%
CT
205
Cambridge Trust
Massachusetts
$14.1K -$4.89K -625 -26%
VWM
206
Venturi Wealth Management
Texas
$13.9K
HIA
207
Harbor Investment Advisory
Maryland
$13.1K
GWM
208
Geneos Wealth Management
Colorado
$12.7K +$172 +22 +1%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$9.12K
TWM
210
Tradition Wealth Management
Minnesota
$9K +$188 +24 +2%
BWM
211
Baystate Wealth Management
Massachusetts
$8.25K +$172 +22 +2%
ANBT
212
American National Bank & Trust
Texas
$8.08K
OLVIG
213
Oliver Lagore Vanvalin Investment Group
Michigan
$7.92K
PGAM
214
Princeton Global Asset Management
New Jersey
$7.53K
AA
215
Addison Advisors
Vermont
$7.4K +$7.3K +934 New
BWA
216
BDO Wealth Advisors
Florida
$7.13K
AW
217
Avion Wealth
Texas
$7K
RCM
218
Raleigh Capital Management
North Carolina
$5.94K -$1.96K -250 -25%
KFI
219
Key Financial Inc
Pennsylvania
$2.76K
CSC
220
Caldwell Sutter Capital
California
$2.34K +$2.31K +296 New
SSB
221
Sandy Spring Bank
Maryland
$1.98K +$1.96K +250 New
LOIP
222
Live Oak Investment Partners
Texas
$507
AF
223
Advisornet Financial
Minnesota
$483
GRP
224
Global Retirement Partners
California
$475
JP Morgan Chase
225
JP Morgan Chase
New York
$333

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.