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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
MWM
76
MGB Wealth Management
Texas
$460K
OC
77
Oppenheimer & Co
New York
$448K +$136K +16,117 +42%
JWCA
78
J.W. Cole Advisors
Florida
$444K -$16.1K -1,910 -3%
WE
79
Wealth Effects
Massachusetts
$427K +$135 +16 +0%
IA
80
IFC Advisors
California
$419K +$433K +51,233 New
DJYG
81
David J. Yvars Group
Florida
$410K +$1.65K +195 +0.4%
KA
82
Kovack Advisors
Florida
$410K +$1.77K +210 +0.4%
CW
83
CreativeOne Wealth
Kansas
$398K +$412K +48,750 New
LCM
84
Landscape Capital Management
New Jersey
$391K -$334K -39,510 -45%
IAG
85
Investmark Advisory Group
Connecticut
$391K +$5.71K +676 +1%
AC
86
Avory & Company
Florida
$384K
AWA
87
Arkadios Wealth Advisors
Georgia
$384K +$397K +47,060 New
SCM
88
Sage Capital Management
New Jersey
$379K
WS
89
Wedbush Securities
California
$376K -$2.53K -300 -0.6%
AFG
90
Atomi Financial Group
New York
$373K +$18.2K +2,158 +5%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$367K +$10.9K +1,294 +3%
BAAM
92
Baker Avenue Asset Management
California
$364K
SI
93
Saxon Interests
Texas
$355K +$8.43K +998 +2%
SS
94
Sunbelt Securities
Texas
$349K -$160K -18,906 -31%
PI
95
PFG Investments
New York
$335K +$101 +12 +0%
RAM
96
Readystate Asset Management
Illinois
$323K +$334K +39,523 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$311K -$29.3K -3,463 -8%
Creative Planning
98
Creative Planning
Kansas
$309K +$20.8K +2,468 +7%
CWM
99
Cranbrook Wealth Management
Michigan
$302K
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$299K +$7.94K +940 +3%

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.