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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
RFA
201
Register Financial Advisors
Georgia
$23.7K
FMP
202
Financial Management Professionals
Texas
$21K
VCM
203
Versant Capital Management
Arizona
$19.4K
WWP
204
WR Wealth Planners
Missouri
$19.2K
PTC
205
Private Trust Company
Ohio
$18.4K
HPC
206
HM Payson & Co
Maine
$18K
EWA
207
EverSource Wealth Advisors
Alabama
$16.6K -$249 -32 -1%
AF
208
Allworth Financial
California
$16.1K -$11.7K -1,497 -41%
PWA
209
Provenance Wealth Advisors
Florida
$14.5K +$15.3K +1,961 New
BC
210
Barrett & Company
Rhode Island
$14.4K
TRCT
211
Tower Research Capital (TRC)
New York
$14.2K -$55 -7 -0.4%
CT
212
Cambridge Trust
Massachusetts
$13.1K
VWM
213
Venturi Wealth Management
Texas
$12.9K
IA
214
IFP Advisors
Florida
$12.5K +$13.2K +1,700 New
HIA
215
Harbor Investment Advisory
Maryland
$12.2K
GWM
216
Geneos Wealth Management
Colorado
$12K +$187 +24 +1%
SL
217
Salomon & Ludwin
Virginia
$11.8K +$12.5K +1,605 New
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$10.1K -$80.3K -10,307 -90%
TWM
219
Tradition Wealth Management
Minnesota
$9K +$187 +24 +2%
BWM
220
Baystate Wealth Management
Massachusetts
$7.84K +$179 +23 +2%
ANBT
221
American National Bank & Trust
Texas
$7.52K
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$7.37K
KHC
223
Koesten Hirschmann & Crabtree
Kansas
$7.37K +$7.79K +1,000 New
WB
224
Webster Bank
Connecticut
$7.37K +$7.79K +1,000 New
AW
225
Avion Wealth
Texas
$7K

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.