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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
MHS
251
M Holdings Securities
Oregon
-$263K -34,107 Closed
WWM
252
Western Wealth Management
Colorado
-$220K -28,488 Closed
Citadel Advisors
253
Citadel Advisors
Florida
-$203K -26,237 Closed
SWM
254
Scissortail Wealth Management
Oklahoma
-$187K -23,885 Closed
TSS
255
Two Sigma Securities
New York
-$171K -22,191 Closed
XT
256
XTX Topco
Cayman Islands
-$157K -20,358 Closed
AWA
257
Amplius Wealth Advisors
Pennsylvania
-$154K -20,000 Closed
CAS
258
CTC Alternative Strategies
Illinois
-$144K -18,600 Closed
CWS
259
Confluence Wealth Services
Pennsylvania
-$124K -16,093 Closed
SYBT
260
Stock Yards Bank & Trust
Kentucky
-$95.3K -12,350 Closed
Bank of New York Mellon
261
Bank of New York Mellon
New York
-$90K -11,660 Closed
RSWM
262
Robertson Stephens Wealth Management
California
-$85.4K -11,056 Closed
Mariner
263
Mariner
Kansas
-$84.9K -11,000 Closed
PFS
264
Prospera Financial Services
Texas
-$79.7K -10,319 Closed
ASN
265
Advisory Services Network
Georgia
-$48.2K -6,240 Closed
TC
266
Truvestments Capital
Florida
-$28.2K -3,650 Closed
TRCT
267
Tower Research Capital (TRC)
New York
-$21.6K -2,801 Closed
BFPW
268
BOK Financial Private Wealth
Colorado
-$14.6K -1,886 Closed
TWM
269
Tradition Wealth Management
Minnesota
-$9K -1,185 Closed
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
-$10.5K -1,180 Closed
AF
271
Advisornet Financial
Minnesota
-$471 -61 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.