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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $600M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 59

3% more funds holding

Funds holding: 250257 (+7)

2% more capital invested

Capital invested by funds: $586M → $600M (+$13.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 22.66%22.65% (-0.02%)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
91
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
American Capital Advisory
Idaho
$23.1K
LI
227
LRI Investments
Florida
$22.9K
WWP
228
WR Wealth Planners
Missouri
$22.7K
PTC
229
Private Trust Company
Ohio
$21.8K
HPC
230
HM Payson & Co
Maine
$21.2K
CPG
231
Cornerstone Planning Group
New Jersey
$20.8K +$160 +19 +0.8%
EWA
232
EverSource Wealth Advisors
Alabama
$19.6K
AF
233
Allworth Financial
California
$19K
VWM
234
Venturi Wealth Management
Texas
$15.3K
GWM
235
Geneos Wealth Management
Colorado
$15.1K +$235 +28 +2%
IA
236
IFP Advisors
Florida
$14.8K
SL
237
Salomon & Ludwin
Virginia
$14K
Fidelity Investments
238
Fidelity Investments
Massachusetts
$13.8K +$34 +4 +0.3%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$12.8K
S
240
Sachetta
Massachusetts
$9.2K
CHA
241
Carmichael Hill & Associates
Maryland
$8.99K +$8.67K +1,031 New
OLVIG
242
Oliver Lagore Vanvalin Investment Group
Michigan
$8.72K
WB
243
Webster Bank
Connecticut
$8.72K
AW
244
Avion Wealth
Texas
$8K
AEPWM
245
Atlantic Edge Private Wealth Management
Florida
$7.85K
JP Morgan Chase
246
JP Morgan Chase
New York
$7.85K +$7.22K +859 +2,095%
NB
247
NBT Bank
New York
$6.98K
AA
248
Addison Advisors
Vermont
$4.07K
Russell Investments Group
249
Russell Investments Group
United Kingdom
$3.8K -$866 -103 -19%
OP
250
ORG Partners
Indiana
$3.4K -$49.2K -5,846 -94%

EXG Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2024, worth a combined $600M — up 2.3% from $586M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 17 closed out — a net gain of 10 holders — while 91 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.43M. The largest seller was Cornerstone Advisors, cutting an estimated $18.3M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $600M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2024 and 17 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.43M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.