We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 11 (0)

0% less capital invested

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

7% less funds holding

Funds holding: 276257 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SteelPeak Wealth
California
$919K -$488K -58,283 -34%
MWM
52
MGB Wealth Management
Texas
$919K +$471K +56,322 +100%
CGL
53
Clarius Group LLC
Washington
$878K +$758K +90,638 +525%
SA
54
Sanctuary Advisors
Indiana
$864K -$265K -31,688 -23%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$827K +$5.82K +695 +0.7%
CF
56
Centaurus Financial
California
$823K -$16.9K -2,023 -2%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$812K
NAG
58
Northstar Advisory Group
New Jersey
$808K -$268 -32 -0%
IWC
59
Integrated Wealth Concepts
Massachusetts
$806K +$477 +57 +0.1%
MQWP
60
Morey & Quinn Wealth Partners
Nebraska
$763K +$45.2K +5,400 +6%
DADC
61
D.A. Davidson & Co
Montana
$735K +$2.88K +344 +0.4%
LWL
62
Leo Wealth LLC
Texas
$724K
BPC
63
Bearing Point Capital
Minnesota
$700K
NAS
64
NWF Advisory Services
California
$659K +$677K +80,925 New
WCM
65
Winebrenner Capital Management
Kentucky
$651K
DWM
66
Dakota Wealth Management
Florida
$629K +$251 +30 +0%
P
67
&Partners
Tennessee
$610K +$5.27K +630 +0.8%
OC
68
Oppenheimer & Co
New York
$593K +$151K +17,992 +33%
AAS
69
Ameritas Advisory Services
Nebraska
$587K +$176 +21 +0%
LSC
70
Logan Stone Capital
Illinois
$546K -$2.2M -263,050 -80%
JWCA
71
J.W. Cole Advisors
Florida
$543K +$103K +12,334 +23%
Corient Private Wealth
72
Corient Private Wealth
Florida
$522K -$8.65K -1,034 -2%
IAIM
73
International Assets Investment Management
Florida
$519K -$7.42K -887 -1%
MML Investors Services
74
MML Investors Services
Massachusetts
$502K +$219K +26,208 +74%
Calamos Advisors
75
Calamos Advisors
Illinois
$496K -$20.4K -2,439 -4%

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.