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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
NS
276
NBC Securities
Alabama
$65 -$67K -7,931 -100%
DB
277
Danske Bank
Denmark
$16
CA
278
Cornerstone Advisors
North Carolina
-$6.78M -778,001 Closed
SA
279
SAM Advisors
California
-$4.05M -464,433 Closed
PIWA
280
Prevail Innovative Wealth Advisors
Kansas
-$1.06M -121,918 Closed
CI
281
Conning Inc
Connecticut
-$1.04M -119,167 Closed
Walleye Capital
282
Walleye Capital
New York
-$946K -108,502 Closed
CFG
283
Cooper Financial Group
California
-$500K -57,381 Closed
NAS
284
NWF Advisory Services
California
-$460K -52,750 Closed
WWM
285
Western Wealth Management
Colorado
-$252K -28,847 Closed
HWMO
286
Heritage Wealth Management (Ohio)
Ohio
-$208K -23,885 Closed
MWM
287
Merriman Wealth Management
Washington
-$177K -20,267 Closed
LI
288
LVZ Inc
Michigan
-$124K -14,258 Closed
CWM
289
Centurion Wealth Management
Virginia
-$104K -11,870 Closed
QCIG
290
Quad-Cities Investment Group
Iowa
-$97.3K -11,155 Closed
IWM
291
IHT Wealth Management
Illinois
-$94.1K -10,826 Closed
LFG
292
Larson Financial Group
Missouri
-$78.5K -9,000 Closed
BWP
293
Baldwin Wealth Partners
Massachusetts
-$69.8K -8,000 Closed
BC
294
Barrett & Company
Rhode Island
-$37.9K -4,350 Closed
HGA
295
Hobbs Group Advisors
South Carolina
-$25.4K -2,916 Closed
DWM
296
Darwin Wealth Management
Florida
-$24.6K -2,822 Closed
DPW
297
DiNuzzo Private Wealth
Pennsylvania
-$890 -102 Closed

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.