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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $600M 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, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 59

3% more funds holding

Funds holding: 250257 (+7)

2% more capital invested

Capital invested by funds: $586M → $600M (+$13.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 22.66%22.65% (-0.02%)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
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
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$1.05M +$33.2K +3,942 +3%
CI
52
Conning Inc
Connecticut
$1.04M +$23.3K +2,772 +2%
Walleye Capital
53
Walleye Capital
New York
$946K +$912K +108,502 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$934K -$59K -7,010 -6%
IWC
55
Integrated Wealth Concepts
Massachusetts
$926K +$28.3K +3,365 +3%
NAG
56
Northstar Advisory Group
New Jersey
$913K +$13.5K +1,605 +2%
CF
57
Centaurus Financial
California
$913K +$34.7K +4,122 +4%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$870K +$168K +20,017 +25%
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$826K +$42.4K +5,040 +6%
NA
60
NewEdge Advisors
Louisiana
$821K +$395K +46,943 +99%
AC
61
Avestar Capital
New York
$800K +$771K +91,700 New
DADC
62
D.A. Davidson & Co
Montana
$788K +$1.83K +218 +0.2%
LWL
63
Leo Wealth LLC
Texas
$775K
BRWA
64
B. Riley Wealth Advisors
Florida
$769K -$993K -118,089 -57%
LCM
65
Landscape Capital Management
New Jersey
$762K -$2.92M -347,588 -80%
P
66
&Partners
Tennessee
$727K +$154K +18,294 +28%
RJT
67
Raymond James Trust
Florida
$666K -$6.3K -749 -1%
DWM
68
Dakota Wealth Management
Florida
$656K +$2.1K +250 +0.3%
AAS
69
Ameritas Advisory Services
Nebraska
$646K +$8.81K +1,048 +1%
QC
70
Quantedge Capital
Singapore
$620K +$22.7K +2,700 +4%
IFG
71
Independent Financial Group
California
$592K -$85.9K -10,218 -13%
Corient Private Wealth
72
Corient Private Wealth
Florida
$589K -$4.82K -573 -0.8%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$563K +$310K +36,879 +133%
Northern Trust
74
Northern Trust
Illinois
$548K +$220K +26,139 +71%
SS
75
Sunbelt Securities
Texas
$536K -$141K -16,791 -21%

EXG Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2024, worth a combined $600M — up 2.3% from $586M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 17 closed out — a net gain of 10 holders — while 91 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.43M. The largest seller was Cornerstone Advisors, cutting an estimated $18.3M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $600M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2024 and 17 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.43M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.