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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
Morgan Stanley
1
Morgan Stanley
New York
$187M -$1.93M -247,205 -1%
Invesco
2
Invesco
Georgia
$28.4M -$601K -76,839 -2%
Bank of America
3
Bank of America
North Carolina
$19.3M +$129K +16,520 +0.7%
KIM
4
Karpus Investment Management
New York
$18.1M +$2.82M +360,053 +19%
FAM
5
Formidable Asset Management
Ohio
$9.93M -$192K -24,502 -2%
RJA
6
Raymond James & Associates
Florida
$9.9M +$506K +64,685 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.76M -$208K -26,619 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.74M -$169K -21,676 -2%
Wells Fargo
9
Wells Fargo
California
$8.41M -$49.6K -6,345 -0.6%
AAM
10
Advisors Asset Management
Colorado
$6.83M +$1.27M +162,244 +23%
GC
11
Guggenheim Capital
Illinois
$6.71M +$1.07M +136,299 +19%
Cohen & Steers
12
Cohen & Steers
New York
$6.46M -$94.5K -12,086 -1%
Ameriprise
13
Ameriprise
Minnesota
$6.39M +$31.3K +3,997 +0.5%
UBS Group
14
UBS Group
Switzerland
$5.88M +$403K +51,516 +7%
Stifel Financial
15
Stifel Financial
Missouri
$5.48M +$1.19M +152,754 +28%
LPL Financial
16
LPL Financial
California
$5.44M +$205K +26,250 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.26M +$303K +38,733 +6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5.04M +$53.1K +6,790 +1%
CA
19
Cornerstone Advisors
North Carolina
$4.87M +$4.81M +614,786 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.78M +$915 +117 +0%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.07M +$1.71M +218,269 +74%
WAM
22
Wolverine Asset Management
Illinois
$3.57M -$569K -72,795 -14%
AAS
23
Avantax Advisory Services
Texas
$3.56M +$156K +19,963 +5%
FWM
24
Focused Wealth Management
New York
$3.47M +$146K +18,617 +4%
SFS
25
Shaker Financial Services
Virginia
$3.42M -$553K -70,710 -14%

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.