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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

250 hedge funds and large institutions have $586M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

3% more funds holding

Funds holding: 242250 (+8)

2% more capital invested

Capital invested by funds: $573M → $586M (+$13.6M)

0.17% more ownership

Funds ownership: 22.49%22.66% (+0.17%)

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
84
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$14.4K
SL
227
Salomon & Ludwin
Virginia
$13.6K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$13.4K +$13K +1,583 +158,300%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$12.4K +$12K +1,465 New
S
230
Sachetta
Massachusetts
$8.9K
OLVIG
231
Oliver Lagore Vanvalin Investment Group
Michigan
$8.45K
WB
232
Webster Bank
Connecticut
$8.45K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$8.11K -$74.1K -9,040 -90%
AW
234
Avion Wealth
Texas
$8K
AEPWM
235
Atlantic Edge Private Wealth Management
Florida
$7.61K
NB
236
NBT Bank
New York
$6.76K
Russell Investments Group
237
Russell Investments Group
United Kingdom
$4.55K +$4.42K +539 New
SFC
238
Strategic Financial Concepts
Texas
$4.5K +$309K +37,665 New
HWA
239
HHM Wealth Advisors
Tennessee
$4.22K
AA
240
Addison Advisors
Vermont
$3.95K
TRCT
241
Tower Research Capital (TRC)
New York
$3.54K +$3.44K +419 New
KFI
242
Key Financial Inc
Pennsylvania
$2.95K
MCA
243
Maryland Capital Advisors
Maryland
$2.86K +$2.77K +338 New
BAM
244
Byrne Asset Management
New Jersey
$2.54K -$1.64K -200 -40%
CSC
245
Caldwell Sutter Capital
California
$2.5K
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.35K +$57 +7 +3%
MG
247
Mather Group
Illinois
$1.71K +$1.72K +210 New
VAMG
248
Voisard Asset Management Group
Michigan
$1.56K +$1.52K +185 New
SAM
249
Smartleaf Asset Management
Massachusetts
$847 +$820 +100 New
JP Morgan Chase
250
JP Morgan Chase
New York
$346

EXG Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2024, worth a combined $586M — up 2.4% from $573M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXG positions and 19 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.65M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13M sold.

  • 250 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2024, up from 242 in Q1 2024.
  • Funds reported $586M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $4.65M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2024.