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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
NAS
76
NWF Advisory Services
California
$453K +$7.1K +900 +2%
JWCA
77
J.W. Cole Advisors
Florida
$444K +$141K +17,844 +49%
WE
78
Wealth Effects
Massachusetts
$442K +$2.47K +313 +0.6%
P
79
&Partners
Tennessee
$441K +$427K +54,054 New
CA
80
Cetera Advisors
Colorado
$413K -$225K -28,565 -36%
DJYG
81
David J. Yvars Group
Florida
$403K +$1.31K +166 +0.3%
IFG
82
Independent Financial Group
California
$389K -$51.6K -6,541 -12%
MFG
83
Merit Financial Group
Georgia
$387K -$11.7K -1,488 -3%
William Blair & Company
84
William Blair & Company
Illinois
$385K -$7.02K -889 -2%
AC
85
Avory & Company
Florida
$384K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$382K +$9.15K +1,159 +3%
SCM
87
Sage Capital Management
New Jersey
$379K
IAG
88
Investmark Advisory Group
Connecticut
$369K +$2.34K +297 +0.7%
PI
89
PFG Investments
New York
$342K +$331K +41,948 New
Natixis Advisors
90
Natixis Advisors
Massachusetts
$334K
OC
91
Oppenheimer & Co
New York
$329K +$4.38K +555 +1%
PAG
92
Private Advisor Group
New Jersey
$328K +$10.5K +1,326 +3%
AFG
93
Atomi Financial Group
New York
$314K +$12.6K +1,600 +4%
GSIAS
94
Garden State Investment Advisory Services
New Jersey
$308K -$11K -1,391 -4%
CWM
95
Cranbrook Wealth Management
Michigan
$301K
GC
96
Gratus Capital
Georgia
$300K +$387 +49 +0.1%
SWM
97
Silverlake Wealth Management
Vermont
$295K
TPCW
98
TD Private Client Wealth
New York
$287K
NA
99
NewEdge Advisors
Louisiana
$286K +$55.3K +7,001 +25%
SWM
100
Stockman Wealth Management
Montana
$283K +$36.9K +4,679 +16%

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.