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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

250 hedge funds and large institutions have $586M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

3% more funds holding

Funds holding: 242250 (+8)

2% more capital invested

Capital invested by funds: $573M → $586M (+$13.6M)

0.17% more ownership

Funds ownership: 22.49%22.66% (+0.17%)

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
84
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Focused Wealth Management
New York
$3.88M +$158K +19,236 +4%
LCM
27
Landscape Capital Management
New Jersey
$3.68M -$1.86M -226,366 -34%
LSC
28
Logan Stone Capital
Illinois
$3.63M -$2.24M -272,953 -39%
CA
29
CoreCap Advisors
Michigan
$3.39M +$301K +36,775 +10%
SFS
30
Shaker Financial Services
Virginia
$3.37M +$58.1K +7,089 +2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.27M +$23K +2,802 +0.7%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.87M -$1.84M -224,778 -40%
Goldman Sachs
33
Goldman Sachs
New York
$2.87M +$2.78M +339,390 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.59M -$13.9K -1,698 -0.6%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$2.57M +$948K +115,643 +62%
WAM
36
Wolverine Asset Management
Illinois
$2.36M -$2.77M -338,348 -55%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2M +$86K +10,487 +5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.98M -$29.8K -3,634 -2%
MGWM
39
Marks Group Wealth Management
Minnesota
$1.94M +$51K +6,227 +3%
PAS
40
Park Avenue Securities
New York
$1.78M -$59.3K -7,236 -3%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.75M -$261K -31,804 -13%
William Blair & Company
42
William Blair & Company
Illinois
$1.73M +$1.29M +157,150 +333%
Comerica Bank
43
Comerica Bank
Texas
$1.59M -$10.2K -1,249 -0.7%
SPIA
44
Steward Partners Investment Advisory
New York
$1.54M +$14K +1,705 +0.9%
PCM
45
Pointe Capital Management
Michigan
$1.48M -$8.2K -1,000 -0.6%
Truist Financial
46
Truist Financial
North Carolina
$1.47M -$115K -14,037 -7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$17.7K -2,155 -1%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$1.46M +$142K +17,287 +11%
HNWAG
49
High Net Worth Advisory Group
Florida
$1.27M +$102K +12,500 +9%
SA
50
Sanctuary Advisors
Indiana
$1.2M +$1.23M +149,832 New

EXG Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2024, worth a combined $586M — up 2.4% from $573M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXG positions and 19 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.65M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13M sold.

  • 250 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2024, up from 242 in Q1 2024.
  • Funds reported $586M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $4.65M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2024.