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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
PP
201
PFS Partners
New Jersey
$57.9K +$55.7K +7,500 New
US Bancorp
202
US Bancorp
Minnesota
$48.3K -$24.3K -3,268 -34%
ASN
203
Advisory Services Network
Georgia
$48.2K +$46.4K +6,240 New
BC
204
Bartlett & Co
Ohio
$45K
BCWM
205
Bartlett & Co Wealth Management
Ohio
$44.9K
NSIM
206
North Star Investment Management
Illinois
$41.6K +$884 +119 +2%
CCMW
207
Cypress Capital Management (Wyoming)
Wyoming
$38.6K
AWM
208
Avior Wealth Management
Nebraska
$36.3K +$2.63K +354 +8%
PGAM
209
Princeton Global Asset Management
New Jersey
$35.6K
CBT
210
CoreFirst Bank & Trust
Kansas
$30.9K
BWL
211
Bogart Wealth LLC
Virginia
$30.5K
TC
212
Truvestments Capital
Florida
$28.2K +$27.1K +3,650 New
SWA
213
SOA Wealth Advisors
New York
$26.6K +$572 +77 +2%
HIA
214
Harbor Investment Advisory
Maryland
$25.9K +$12.6K +1,700 +103%
HGA
215
Hobbs Group Advisors
South Carolina
$22.5K +$21.7K +2,916 New
FMP
216
Financial Management Professionals
Texas
$22K
TRCT
217
Tower Research Capital (TRC)
New York
$21.6K +$6.45K +868 +45%
ACA
218
American Capital Advisory
Idaho
$20.5K +$19.7K +2,650 New
PTC
219
Private Trust Company
Ohio
$19.3K
HPC
220
HM Payson & Co
Maine
$18.8K
AF
221
Allworth Financial
California
$18.4K +$1.49K +200 +9%
EWA
222
EverSource Wealth Advisors
Alabama
$17.4K
IGWM
223
ICA Group Wealth Management
Colorado
$16K +$15.4K +2,067 New
BC
224
Barrett & Company
Rhode Island
$15.1K
BFPW
225
BOK Financial Private Wealth
Colorado
$14.6K +$14K +1,886 New

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.