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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $600M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 59

3% more funds holding

Funds holding: 250257 (+7)

2% more capital invested

Capital invested by funds: $586M → $600M (+$13.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 22.66%22.65% (-0.02%)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
91
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
26
Prosperity Consulting Group
Maryland
$4.33M +$4.18M +496,811 New
FWM
27
Focused Wealth Management
New York
$4.08M +$68K +8,083 +2%
SA
28
SAM Advisors
California
$4.05M +$3.91M +464,433 New
CA
29
CoreCap Advisors
Michigan
$3.51M +$12.9K +1,531 +0.4%
LSC
30
Logan Stone Capital
Illinois
$3.42M -$317K -37,705 -9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.25M -$117K -13,883 -4%
SFS
32
Shaker Financial Services
Virginia
$3.11M -$356K -42,333 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.05M +$90.3K +10,743 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.7M +$32.5K +3,861 +1%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$2.68M +$34.6K +4,118 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.1M +$57.4K +6,823 +3%
MGWM
37
Marks Group Wealth Management
Minnesota
$2.01M +$6.92K +823 +0.4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.98M -$87K -10,346 -4%
William Blair & Company
39
William Blair & Company
Illinois
$1.81M +$24.3K +2,889 +1%
PAS
40
Park Avenue Securities
New York
$1.79M -$44.1K -5,246 -2%
Truist Financial
41
Truist Financial
North Carolina
$1.71M +$178K +21,170 +12%
SPIA
42
Steward Partners Investment Advisory
New York
$1.6M +$2.83K +336 +0.2%
Comerica Bank
43
Comerica Bank
Texas
$1.57M -$70.1K -8,335 -4%
SA
44
Sanctuary Advisors
Indiana
$1.55M +$291K +34,592 +23%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$9.38K +1,115 +0.6%
PCM
46
Pointe Capital Management
Michigan
$1.41M -$111K -13,200 -8%
HNWAG
47
High Net Worth Advisory Group
Florida
$1.31M
Goldman Sachs
48
Goldman Sachs
New York
$1.12M -$1.78M -211,129 -62%
KFP
49
KMG Fiduciary Partners
Ohio
$1.08M -$15.4K -1,827 -1%
PIWA
50
Prevail Innovative Wealth Advisors
Kansas
$1.06M +$238K +28,323 +30%

EXG Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2024, worth a combined $600M — up 2.3% from $586M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 17 closed out — a net gain of 10 holders — while 91 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.43M. The largest seller was Cornerstone Advisors, cutting an estimated $18.3M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $600M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2024 and 17 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.43M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.