We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

276 hedge funds and large institutions have $553M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

7% more funds holding

Funds holding: 257276 (+19)

0.56% less ownership

Funds ownership: 22.65%22.09% (-0.56%)

8% less capital invested

Capital invested by funds: $600M → $553M (-$47.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
276
Holders Change
+19
Holders Change %
+7.39%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
84
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$12K
AssetMark Inc
252
AssetMark Inc
California
$8.83K +$9.13K +1,081 New
S
253
Sachetta
Massachusetts
$8.62K
SAM
254
Synergy Asset Management
Washington
$8.28K +$8.02K +950 New
VFM
255
Vision Financial Markets
Connecticut
$8.26K +$8.54K +1,011 New
WB
256
Webster Bank
Connecticut
$8.17K
AW
257
Avion Wealth
Texas
$8K
AEPWM
258
Atlantic Edge Private Wealth Management
Florida
$7.35K
NB
259
NBT Bank
New York
$6.54K
CAS
260
Coppell Advisory Solutions
Texas
$6.4K +$6.61K +782 New
WTFG
261
Wood Tarver Financial Group
Idaho
$6K +$7.11K +842 New
AA
262
Addison Advisors
Vermont
$3.82K
Russell Investments Group
263
Russell Investments Group
United Kingdom
$3.56K
OP
264
ORG Partners
Indiana
$3.19K
KFI
265
Key Financial Inc
Pennsylvania
$2.85K
GI
266
GAMMA Investing
California
$2.75K +$2.85K +337 New
BAM
267
Byrne Asset Management
New Jersey
$2.45K
PFG
268
Putney Financial Group
California
$2.45K +$2.53K +300 New
CSC
269
Caldwell Sutter Capital
California
$2.42K
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.38K +$59 +7 +2%
T
271
Tidemark
California
$1.63K +$1.69K +200 New
JP Morgan Chase
272
JP Morgan Chase
New York
$1.3K -$6.26K -741 -82%
SAM
273
Smartleaf Asset Management
Massachusetts
$818
MC
274
Montag & Caldwell
Georgia
$449 +$465 +55 New
TRCT
275
Tower Research Capital (TRC)
New York
$82

EXG Hedge Fund Activity: Q4 2024 in Review

276 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q4 2024, worth a combined $553M — down 7.9% from $600M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EXG positions and 20 closed out — a net gain of 26 holders — while 84 added to existing stakes and 57 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.32M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $6.78M sold.

  • 276 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q4 2024, up from 257 in Q3 2024.
  • Funds reported $553M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 46 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $4.32M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2024.