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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

242 hedge funds and large institutions have $573M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 245242 (-3)

5.72% less ownership

Funds ownership: 28.21%22.49% (-5.7%)

14% less capital invested

Capital invested by funds: $666M → $573M (-$92.9M)

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
89
Reduced
48
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.12M +$841K +106,543 +346%
KAS
52
Kestra Advisory Services
Texas
$1.06M +$4.89K +620 +0.5%
KFP
53
KMG Fiduciary Partners
Ohio
$1.03M -$2.16M -273,784 -69%
Walleye Capital
54
Walleye Capital
New York
$990K +$323K +40,973 +51%
PS
55
Principal Securities
Iowa
$947K +$4.23K +536 +0.5%
CF
56
Centaurus Financial
California
$944K -$290K -36,752 -24%
CI
57
Conning Inc
Connecticut
$929K +$18.6K +2,359 +2%
IWC
58
Integrated Wealth Concepts
Massachusetts
$902K -$41.5K -5,263 -5%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$855K -$23.7K -3,000 -3%
NAG
60
Northstar Advisory Group
New Jersey
$855K +$10.1K +1,280 +1%
QC
61
Quantedge Capital
Singapore
$749K +$428K +54,200 +144%
DADC
62
D.A. Davidson & Co
Montana
$736K -$116K -14,690 -14%
SI
63
Saxon Interests
Texas
$727K -$11.3K -1,429 -2%
LWL
64
Leo Wealth LLC
Texas
$725K
PIWA
65
Prevail Innovative Wealth Advisors
Kansas
$670K +$440K +55,753 +211%
SS
66
Sunbelt Securities
Texas
$630K -$118K -14,982 -16%
RJT
67
Raymond James Trust
Florida
$623K +$62.5K +7,915 +12%
DWM
68
Dakota Wealth Management
Florida
$612K
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$557K +$39 +5 +0%
Corient Private Wealth
70
Corient Private Wealth
Florida
$555K -$9.29K -1,177 -2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$520K +$270K +34,254 +116%
AAS
72
Ameritas Advisory Services
Nebraska
$507K +$498K +63,133 New
IAIM
73
International Assets Investment Management
Florida
$493K +$6.05K +766 +1%
CFG
74
Cooper Financial Group
California
$478K +$50K +6,335 +12%
MWM
75
MGB Wealth Management
Texas
$477K

EXG Hedge Fund Activity: Q1 2024 in Review

242 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q1 2024, worth a combined $573M — down 14% from $666M a quarter earlier.

Fund positioning in EXG was balanced in Q1 2024: 28 funds opened new positions, 28 closed out, 89 added to existing stakes and 48 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $172M.

  • 242 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q1 2024, down from 245 in Q4 2023.
  • Funds reported $573M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q1 2024 and 28 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q1 2024 was 1607 Capital Partners, an estimated $10.9M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2024.