We are live on ! Find out more
EXG icon

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
KFP
51
KMG Fiduciary Partners
Ohio
$988K -$21K -2,489 -2%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$948K +$180K +21,285 +22%
AC
53
Avestar Capital
New York
$945K +$203K +24,000 +26%
CF
54
Centaurus Financial
California
$842K -$13.4K -1,588 -2%
NA
55
NewEdge Advisors
Louisiana
$826K +$58.1K +6,880 +7%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$824K -$52.5K -6,220 -6%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$815K
NAG
58
Northstar Advisory Group
New Jersey
$811K -$45.8K -5,424 -5%
IWC
59
Integrated Wealth Concepts
Massachusetts
$809K -$60.7K -7,187 -7%
DADC
60
D.A. Davidson & Co
Montana
$735K -$3.44K -407 -0.5%
LWL
61
Leo Wealth LLC
Texas
$726K
MQWP
62
Morey & Quinn Wealth Partners
Nebraska
$722K +$746K +88,372 New
BPC
63
Bearing Point Capital
Minnesota
$703K +$726K +86,000 New
WAM
64
Wolverine Asset Management
Illinois
$655K +$577K +68,304 +574%
WCM
65
Winebrenner Capital Management
Kentucky
$654K +$676K +80,000 New
DWM
66
Dakota Wealth Management
Florida
$631K +$17.1K +2,020 +3%
P
67
&Partners
Tennessee
$613K -$77.6K -9,186 -11%
AAS
68
Ameritas Advisory Services
Nebraska
$587K -$19.6K -2,321 -3%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$583K +$56.9K +6,735 +10%
IAA
70
Independent Advisor Alliance
North Carolina
$533K +$551K +65,212 New
Corient Private Wealth
71
Corient Private Wealth
Florida
$533K -$20.5K -2,422 -4%
IAIM
72
International Assets Investment Management
Florida
$529K -$4M -474,050 -88%
Calamos Advisors
73
Calamos Advisors
Illinois
$518K +$103K +12,195 +24%
IFG
74
Independent Financial Group
California
$470K -$86.8K -10,271 -15%
MFG
75
Merit Financial Group
Georgia
$467K +$81.5K +9,652 +20%

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.