EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

Overview Fund Activity

253 hedge funds and large institutions have $599M 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, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
3.66%
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
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.59M
2
PCG
2
Prosperity Consulting Group
Maryland
$4.33M
3
SA
3
SAM Advisors
California
$4.05M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.79M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$6.78M
2
AAS
2
Avantax Advisory Services
Texas
$283K
3
LCM
3
Landscape Capital Management
New Jersey
$762K
4
WAM
4
Wolverine Asset Management
Illinois
$104K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
26
Prosperity Consulting Group
Maryland
$4.33M +$4.33M +496,811 New
FWM
27
Focused Wealth Management
New York
$4.08M +$70.5K +8,083 +2%
SA
28
SAM Advisors
California
$4.05M +$4.05M +464,433 New
CA
29
CoreCap Advisors
Michigan
$3.51M +$13.4K +1,531 +0.4%
LSC
30
Logan Stone Capital
Illinois
$3.42M -$329K -37,705 -9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.25M -$121K -13,883 -4%
SFS
32
Shaker Financial Services
Virginia
$3.11M -$369K -42,333 -11%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.05M +$93.7K +10,743 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.7M +$33.7K +3,861 +1%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$2.68M +$35.9K +4,118 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.1M +$59.5K +6,823 +3%
MGWM
37
Marks Group Wealth Management
Minnesota
$2.01M +$7.18K +823 +0.4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.98M -$90.2K -10,346 -4%
William Blair & Company
39
William Blair & Company
Illinois
$1.81M +$25.2K +2,889 +1%
PAS
40
Park Avenue Securities
New York
$1.79M -$45.8K -5,246 -2%
Truist Financial
41
Truist Financial
North Carolina
$1.71M +$185K +21,170 +12%
SPIA
42
Steward Partners Investment Advisory
New York
$1.6M +$2.93K +336 +0.2%
Comerica Bank
43
Comerica Bank
Texas
$1.57M -$72.7K -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 +$9.72K +1,115 +0.6%
PCM
46
Pointe Capital Management
Michigan
$1.41M -$115K -13,200 -8%
HNWAG
47
High Net Worth Advisory Group
Florida
$1.31M – – –
Goldman Sachs
48
Goldman Sachs
New York
$1.12M -$1.84M -211,129 -62%
KFP
49
KMG Fiduciary Partners
Ohio
$1.08M -$15.9K -1,827 -1%
PIWA
50
Prevail Innovative Wealth Advisors
Kansas
$1.06M +$247K +28,323 +30%
1
2
3 4 5