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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
GC
26
Guggenheim Capital
Illinois
$4.98M -$1.65M -209,293 -26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.74M -$108K -13,706 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$4.6M -$223K -28,305 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.03M +$67.4K +8,543 +2%
AAS
30
Avantax Advisory Services
Texas
$3.93M +$45.3K +5,733 +1%
FWM
31
Focused Wealth Management
New York
$3.59M -$30.6K -3,879 -0.9%
SFS
32
Shaker Financial Services
Virginia
$3.2M -$412K -52,223 -12%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.13M -$17.5K -2,215 -0.6%
CA
34
CoreCap Advisors
Michigan
$2.97M +$24.3K +3,075 +0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.51M -$54.2K -6,873 -2%
FSI
36
Flow State Investments
Illinois
$2.04M +$303K +38,393 +18%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.94M +$26K +3,296 +1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.85M +$1.7M +215,813 +2,030%
MGWM
39
Marks Group Wealth Management
Minnesota
$1.82M
PAS
40
Park Avenue Securities
New York
$1.77M -$13.7K -1,738 -0.8%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.76M +$266K +33,681 +16%
Comerica Bank
42
Comerica Bank
Texas
$1.54M +$31.3K +3,966 +2%
Truist Financial
43
Truist Financial
North Carolina
$1.54M -$21.9K -2,770 -1%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$1.53M +$1.48M +187,929 New
SPIA
45
Steward Partners Investment Advisory
New York
$1.48M +$13.6K +1,721 +1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$20.2K +2,555 +1%
PCM
47
Pointe Capital Management
Michigan
$1.44M
CAN
48
Cetera Advisor Networks
California
$1.41M +$110K +13,933 +9%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$1.27M +$898K +113,792 +271%
HNWAG
50
High Net Worth Advisory Group
Florida
$1.12M +$1.58K +200 +0.1%

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.