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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
NAS
76
NWF Advisory Services
California
$448K -$20.5K -2,500 -5%
WE
77
Wealth Effects
Massachusetts
$447K -$10.8K -1,318 -2%
JWCA
78
J.W. Cole Advisors
Florida
$439K -$20.3K -2,480 -5%
KA
79
Kovack Advisors
Florida
$431K +$418K +50,973 New
Calamos Advisors
80
Calamos Advisors
Illinois
$426K +$414K +50,472 New
DJYG
81
David J. Yvars Group
Florida
$421K +$1.5K +183 +0.4%
MFG
82
Merit Financial Group
Georgia
$402K +$33 +4 +0%
Two Sigma Investments
83
Two Sigma Investments
New York
$400K +$287K +35,064 +284%
NA
84
NewEdge Advisors
Louisiana
$399K +$99.7K +12,163 +35%
AC
85
Avory & Company
Florida
$398K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$396K +$836 +102 +0.2%
IAG
87
Investmark Advisory Group
Connecticut
$394K +$12K +1,462 +3%
SCM
88
Sage Capital Management
New Jersey
$392K
BAAM
89
Baker Avenue Asset Management
California
$376K +$365K +44,500 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$369K +$197K +24,033 +123%
AFG
91
Atomi Financial Group
New York
$368K +$42.2K +5,144 +13%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$346K
OC
93
Oppenheimer & Co
New York
$344K +$3.59K +438 +1%
PI
94
PFG Investments
New York
$340K -$14.2K -1,737 -4%
WS
95
Wedbush Securities
California
$339K +$115K +14,050 +54%
GSIAS
96
Garden State Investment Advisory Services
New Jersey
$322K +$721 +88 +0.2%
CWM
97
Cranbrook Wealth Management
Michigan
$312K
GC
98
Gratus Capital
Georgia
$311K +$353 +43 +0.1%
Northern Trust
99
Northern Trust
Illinois
$310K +$24.9K +3,039 +9%
Creative Planning
100
Creative Planning
Kansas
$304K +$52.5K +6,405 +22%

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.