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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
CA
26
CoreCap Advisors
Michigan
$3.36M +$71.2K +8,425 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$3.23M +$184K +21,779 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.11M +$256K +30,345 +9%
SFS
29
Shaker Financial Services
Virginia
$2.92M +$11.2K +1,324 +0.4%
LSC
30
Logan Stone Capital
Illinois
$2.7M -$524K -62,012 -16%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$2.67M +$163K +19,239 +6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.29M -$254K -30,088 -10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.93M -$34K -4,024 -2%
PAMP
34
Polar Asset Management Partners
Ontario, Canada
$1.93M +$1.99M +236,120 New
KAS
35
Kestra Advisory Services
Texas
$1.89M +$1.57M +185,739 +412%
MGWM
36
Marks Group Wealth Management
Minnesota
$1.88M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.73M -$130K -15,365 -7%
PAS
38
Park Avenue Securities
New York
$1.71M +$33.1K +3,918 +2%
William Blair & Company
39
William Blair & Company
Illinois
$1.67M -$25.3K -3,000 -1%
Truist Financial
40
Truist Financial
North Carolina
$1.58M -$21.8K -2,577 -1%
SPIA
41
Steward Partners Investment Advisory
New York
$1.48M -$21.1K -2,499 -1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.43M -$5.56K -658 -0.4%
Comerica Bank
43
Comerica Bank
Texas
$1.42M -$49.1K -5,818 -3%
SW
44
SteelPeak Wealth
California
$1.4M +$1.45M +171,229 New
PCM
45
Pointe Capital Management
Michigan
$1.36M +$40K +4,740 +3%
HNWAG
46
High Net Worth Advisory Group
Florida
$1.22M
SA
47
Sanctuary Advisors
Indiana
$1.18M -$394K -46,639 -25%
OL
48
one8zero8 LLC
North Carolina
$1.09M +$1.13M +133,250 New
Goldman Sachs
49
Goldman Sachs
New York
$1.05M +$3.38K +400 +0.3%
PS
50
Principal Securities
Iowa
$1.02M +$35.1K +4,155 +3%

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.