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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
MFG
76
Merit Financial Group
Georgia
$484K +$19.1K +2,287 +4%
IFG
77
Independent Financial Group
California
$479K +$10.3K +1,234 +2%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$462K +$99.4K +11,875 +26%
WE
79
Wealth Effects
Massachusetts
$425K +$134 +16 +0%
DJYG
80
David J. Yvars Group
Florida
$421K +$12.6K +1,507 +3%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$402K +$186K +22,227 +82%
IAG
82
Investmark Advisory Group
Connecticut
$388K -$1.23K -147 -0.3%
AWA
83
Arkadios Wealth Advisors
Georgia
$383K
AC
84
Avory & Company
Florida
$383K
KA
85
Kovack Advisors
Florida
$382K -$26.9K -3,217 -6%
AFG
86
Atomi Financial Group
New York
$377K +$6.13K +732 +2%
WS
87
Wedbush Securities
California
$375K
BAAM
88
Baker Avenue Asset Management
California
$362K
SI
89
Saxon Interests
Texas
$357K +$3.52K +421 +1%
ICMP
90
Integrated Capital Management (Pennsylvania)
Pennsylvania
$355K +$60.6K +7,243 +20%
PI
91
PFG Investments
New York
$339K +$5.37K +642 +2%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$330K -$258K -30,811 -43%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$318K +$239K +28,588 +271%
Creative Planning
94
Creative Planning
Kansas
$318K +$9.96K +1,190 +3%
S
95
Sunpointe
Missouri
$316K +$128K +15,335 +65%
CW
96
CreativeOne Wealth
Kansas
$312K -$87.4K -10,450 -21%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$305K +$7.13K +852 +2%
FFA
98
Farther Finance Advisors
California
$302K +$8.09K +967 +3%
CWM
99
Cranbrook Wealth Management
Michigan
$301K
MCCA
100
Mill Creek Capital Advisors
Pennsylvania
$290K +$20.9K +2,500 +8%

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.