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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 232 → 245 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$13.6M
3
1CP
1607 Capital Partners
Virginia
+$5.83M
4
AA
AQR Arbitrage
Connecticut
+$5.16M
5
LSC
Logan Stone Capital
Illinois
+$4.24M

Top Sellers

1
CF
Centaurus Financial
California
-$764K
2
Osaic Holdings
Osaic Holdings
Arizona
-$699K
3
GC
Guggenheim Capital
Illinois
-$682K
4
CAM
Cresset Asset Management
Illinois
-$514K
5
AAS
Ameritas Advisory Services
Nebraska
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$342M +$153M +20,631,562 +87%
Invesco
2
Invesco
Georgia
$29.7M +$1.41M +189,208 +5%
KIM
3
Karpus Investment Management
New York
$21.4M +$1.35M +181,301 +7%
Bank of America
4
Bank of America
North Carolina
$19.2M +$495K +66,621 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$16.5M +$13.6M +1,836,156 +603%
CA
6
Cornerstone Advisors
North Carolina
$14.6M +$3.69M +496,256 +36%
RJA
7
Raymond James & Associates
Florida
$9.89M +$56.8K +7,643 +0.6%
FAM
8
Formidable Asset Management
Ohio
$9.57M -$115K -15,452 -1%
AA
9
AQR Arbitrage
Connecticut
$9.3M +$5.16M +694,551 +136%
AAM
10
Advisors Asset Management
Colorado
$9.14M +$1.53M +205,861 +21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.4M +$130K +17,513 +2%
Cohen & Steers
12
Cohen & Steers
New York
$8.32M +$186K +25,000 +2%
1CP
13
1607 Capital Partners
Virginia
$8.31M +$5.83M +784,331 +269%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.99M +$97.5K +13,115 +1%
Wells Fargo
15
Wells Fargo
California
$7.86M -$126 -17 -0%
Ameriprise
16
Ameriprise
Minnesota
$6.45M +$111K +14,987 +2%
GC
17
Guggenheim Capital
Illinois
$6.33M -$682K -91,772 -10%
Stifel Financial
18
Stifel Financial
Missouri
$6.19M +$1.03M +138,962 +21%
LPL Financial
19
LPL Financial
California
$5.87M -$288K -38,824 -5%
UBS Group
20
UBS Group
Switzerland
$5.45M -$176K -23,665 -3%
LCM
21
Landscape Capital Management
New Jersey
$4.87M +$3.56M +479,710 +319%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.71M -$350K -47,104 -7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.58M -$381K -51,229 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.57M -$699K -94,025 -14%
LSC
25
Logan Stone Capital
Illinois
$4.41M +$4.24M +571,067 New
1
2 3 4 5

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.