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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

242 hedge funds and large institutions have $573M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 245242 (-3)

5.72% less ownership

Funds ownership: 28.21%22.49% (-5.7%)

14% less capital invested

Capital invested by funds: $666M → $573M (-$92.9M)

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
89
Reduced
48
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$13.7K +$253 +32 +2%
SL
227
Salomon & Ludwin
Virginia
$13.1K
AW
228
Avion Wealth
Texas
$9K
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Michigan
$8.16K
WB
230
Webster Bank
Connecticut
$8.16K
S
231
Sachetta
Massachusetts
$8.14K
AEPWM
232
Atlantic Edge Private Wealth Management
Florida
$7.34K
NB
233
NBT Bank
New York
$6.53K
BAM
234
Byrne Asset Management
New Jersey
$4.08K
GGI
235
Godsey & Gibb Inc
Virginia
$4.08K +$3.95K +500 New
HWA
236
HHM Wealth Advisors
Tennessee
$4.08K +$3.95K +500 New
AA
237
Addison Advisors
Vermont
$3.81K
KFI
238
Key Financial Inc
Pennsylvania
$2.85K
CSC
239
Caldwell Sutter Capital
California
$2.42K
BCMLT
240
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22K +$2.15K +272 New
JP Morgan Chase
241
JP Morgan Chase
New York
$335 -$8 -1 -2%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$8 -$8 -1 -50%
S
243
SignatureFD
Georgia
$8 +$8 +1 New
BCM
244
Brookstone Capital Management
Illinois
-$1.36M -175,998 Closed
ARC
245
Advisor Resource Council
Texas
-$811K -105,032 Closed
WAM
246
Weiss Asset Management
Massachusetts
-$649K -84,100 Closed
EC
247
Elequin Capital
New York
-$510K -66,109 Closed
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
-$467K -60,556 Closed
KA
249
Kovack Advisors
Florida
-$368K -47,649 Closed
HF
250
HRT Financial
New York
-$352K -45,690 Closed

EXG Hedge Fund Activity: Q1 2024 in Review

242 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2024, worth a combined $573M — down 14% from $666M a quarter earlier.

Fund positioning in EXG was balanced in Q1 2024: 28 funds opened new positions, 28 closed out, 89 added to existing stakes and 48 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $172M.

  • 242 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2024, down from 245 in Q4 2023.
  • Funds reported $573M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2024 and 28 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2024 was 1607 Capital Partners, an estimated $10.9M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2024.