Eaton Vance Tax-Managed Global Diversified Equity Income Fund
230 hedge funds and large institutions have $400M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
11% more funds holding
Funds holding: 208 → 230 (+22)
7% more capital invested
Capital invested by funds: $373M → $400M (+$27.7M)
5% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 62
0.56% more ownership
Funds ownership: 16.8% → 17.36% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$3.44M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.17M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$2.14M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$2.59M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.59M |
| 3 |
Cohen & Steers
New York
|
-$1.4M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.32M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$579K |
EXG Hedge Fund Activity: Q4 2022 in Review
230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2022, worth a combined $400M — up 7.4% from $373M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EXG positions and 12 closed out — a net gain of 26 holders — while 65 added to existing stakes and 62 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $4.05M. The largest seller was U.S. Capital Wealth Advisors, cutting an estimated $2.59M.
- 230 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2022, up from 208 in Q3 2022.
- Funds reported $400M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2022, up 7.4% quarter-over-quarter.
- 38 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2022 and 12 closed out, a net change of +26 holders.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $4.05M added.
- The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2022.