We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $551M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 98 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 56

0.03% more ownership

Funds ownership: 22.09%22.12% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $553M → $551M (-$1.48M)

7% less funds holding

Funds holding: 276257 (-19)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
257
Holders Change
-19
Holders Change %
-6.88%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
98
Reduced
56
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K +$59 +7 +2%
CSC
252
Caldwell Sutter Capital
California
$2.41K
AssetMark Inc
253
AssetMark Inc
California
$1.74K -$7.25K -867 -80%
T
254
Tidemark
California
$1.63K
JP Morgan Chase
255
JP Morgan Chase
New York
$1.29K
SAM
256
Smartleaf Asset Management
Massachusetts
$816
MC
257
Montag & Caldwell
Georgia
$448
BBPWM
258
Blue Bell Private Wealth Management
Pennsylvania
$81 -$102K -12,187 -100%
SFS
259
Shaker Financial Services
Virginia
-$2.92M -357,913 Closed
TJHA
260
Thomas J. Herzfeld Advisors
Florida
-$2.67M -326,929 Closed
WAM
261
Wolverine Asset Management
Illinois
-$655K -80,211 Closed
IAA
262
Independent Advisor Alliance
North Carolina
-$533K -65,212 Closed
IA
263
IFC Advisors
California
-$419K -51,233 Closed
LCM
264
Landscape Capital Management
New Jersey
-$391K -47,914 Closed
RAM
265
Readystate Asset Management
Illinois
-$323K -39,523 Closed
Northern Trust
266
Northern Trust
Illinois
-$279K -34,138 Closed
QC
267
Quantedge Capital
Singapore
-$170K -20,800 Closed
EC
268
Elequin Capital
New York
-$136K -16,653 Closed
HF
269
HRT Financial
New York
-$127K -15,591 Closed
EWA
270
EP Wealth Advisors
California
-$111K -13,633 Closed
CA
271
Clearstead Advisors
Ohio
-$111K -13,581 Closed
SPF
272
South Plains Financial
Texas
-$65.9K -8,067 Closed
RCM
273
Raleigh Capital Management
North Carolina
-$37.7K -4,617 Closed
AWM
274
Avior Wealth Management
Nebraska
-$37K -4,524 Closed
CBT
275
CoreFirst Bank & Trust
Kansas
-$32.7K -4,000 Closed

EXG Hedge Fund Activity: Q1 2025 in Review

257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2025, worth a combined $551M — down 0.27% from $553M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EXG and 13 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 98 added.

The largest buyer was LPL Financial, adding an estimated $14.9M. The largest seller was AQR Arbitrage, cutting an estimated $4.66M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2025, down from 276 in Q4 2024.
  • Funds reported $551M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2025, down 0.27% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2025 and 25 closed out, a net change of -12 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $14.9M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2025 was AQR Arbitrage, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2025.