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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

257 hedge funds and large institutions have $551M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 98 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 56

0.03% more ownership

Funds ownership: 22.09% → 22.12% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $553M → $551M (-$1.48M)

7% less funds holding

Funds holding: 276 → 257 (-19)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
257
Holders Change
-19
Holders Change %
-6.88%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
98
Reduced
56
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.9M
2
KFP
KMG Fiduciary Partners
Ohio
+$1.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.18M
4
Stifel Financial
Stifel Financial
Missouri
+$1.1M
5
ARC
Advisor Resource Council
Texas
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$4.66M
2
1CP
1607 Capital Partners
Virginia
-$3.7M
3
SFS
Shaker Financial Services
Virginia
-$2.92M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.67M
5
LSC
Logan Stone Capital
Illinois
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.92M +$844K +100,865 +27%
CA
27
CoreCap Advisors
Michigan
$3.41M +$69.4K +8,290 +2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.07M -$152K -18,139 -5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.55M +$276K +32,968 +12%
PAMP
30
Polar Asset Management Partners
Ontario, Canada
$2.41M +$504K +60,230 +26%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.32M +$404K +48,312 +20%
KFP
32
KMG Fiduciary Partners
Ohio
$2.14M +$1.19M +141,676 +117%
PAS
33
Park Avenue Securities
New York
$1.95M +$253K +30,225 +14%
MGWM
34
Marks Group Wealth Management
Minnesota
$1.88M – – –
Truist Financial
35
Truist Financial
North Carolina
$1.61M +$43.2K +5,161 +3%
William Blair & Company
36
William Blair & Company
Illinois
$1.6M -$60.2K -7,194 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.59M -$136K -16,245 -8%
AC
38
Avestar Capital
New York
$1.54M +$617K +73,700 +64%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$636 +76 +0%
Comerica Bank
40
Comerica Bank
Texas
$1.37M -$44.6K -5,332 -3%
KAS
41
Kestra Advisory Services
Texas
$1.31M -$589K -70,415 -31%
PCM
42
Pointe Capital Management
Michigan
$1.3M -$59.4K -7,100 -4%
HNWAG
43
High Net Worth Advisory Group
Florida
$1.22M – – –
OL
44
one8zero8 LLC
North Carolina
$1.1M +$19.2K +2,300 +2%
Goldman Sachs
45
Goldman Sachs
New York
$1.04M -$3.35K -400 -0.3%
ARC
46
Advisor Resource Council
Texas
$1.04M +$1.07M +127,752 New
PS
47
Principal Securities
Iowa
$1.02M – – –
SPIA
48
Steward Partners Investment Advisory
New York
$979K -$505K -60,404 -33%
NA
49
NewEdge Advisors
Louisiana
$950K +$131K +15,677 +16%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$945K +$142 +17 +0%
1
2
3 4 5

EXG Hedge Fund Activity: Q1 2025 in Review

257 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2025, worth a combined $551M — down 0.27% from $553M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EXG and 13 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 98 added.

The largest buyer was LPL Financial, adding an estimated $14.9M. The largest seller was AQR Arbitrage, cutting an estimated $4.66M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2025, down from 276 in Q4 2024.
  • Funds reported $551M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2025, down 0.27% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2025 and 25 closed out, a net change of -12 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $14.9M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2025 was AQR Arbitrage, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2025.