We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

250 hedge funds and large institutions have $586M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

3% more funds holding

Funds holding: 242250 (+8)

2% more capital invested

Capital invested by funds: $573M → $586M (+$13.6M)

0.17% more ownership

Funds ownership: 22.49%22.66% (+0.17%)

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
84
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.11M +$9.3K +1,134 +0.9%
FSI
52
Flow State Investments
Illinois
$1.09M -$993K -121,083 -48%
KFP
53
KMG Fiduciary Partners
Ohio
$1.06M -$3.55K -433 -0.3%
PS
54
Principal Securities
Iowa
$988K +$7.09K +865 +0.7%
CI
55
Conning Inc
Connecticut
$984K +$21.3K +2,601 +2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$964K +$75.9K +9,260 +9%
NAG
57
Northstar Advisory Group
New Jersey
$871K
IWC
58
Integrated Wealth Concepts
Massachusetts
$869K -$63.5K -7,741 -7%
CF
59
Centaurus Financial
California
$850K -$124K -15,153 -13%
PIWA
60
Prevail Innovative Wealth Advisors
Kansas
$791K +$93.9K +11,449 +14%
DADC
61
D.A. Davidson & Co
Montana
$762K -$525 -64 -0.1%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$758K +$176K +21,449 +31%
LWL
63
Leo Wealth LLC
Texas
$751K
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$673K +$131K +16,000 +25%
SS
65
Sunbelt Securities
Texas
$662K +$8.69K +1,060 +1%
IFG
66
Independent Financial Group
California
$660K +$249K +30,415 +64%
RJT
67
Raymond James Trust
Florida
$652K +$6.14K +749 +1%
DWM
68
Dakota Wealth Management
Florida
$633K -$820 -100 -0.1%
SI
69
Saxon Interests
Texas
$620K -$128K -15,643 -18%
AAS
70
Ameritas Advisory Services
Nebraska
$617K +$81.5K +9,938 +16%
QC
71
Quantedge Capital
Singapore
$578K -$192K -23,400 -25%
Corient Private Wealth
72
Corient Private Wealth
Florida
$576K +$1.68K +205 +0.3%
P
73
&Partners
Tennessee
$550K +$90.2K +11,005 +20%
IAIM
74
International Assets Investment Management
Florida
$507K -$7.3K -890 -1%
MWM
75
MGB Wealth Management
Texas
$489K -$17.2K -2,101 -4%

EXG Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q2 2024, worth a combined $586M — up 2.4% from $573M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXG positions and 19 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.65M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13M sold.

  • 250 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q2 2024, up from 242 in Q1 2024.
  • Funds reported $586M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $4.65M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2024.