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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
Northern Trust
101
Northern Trust
Illinois
$274K +$1.8K +228 +0.7%
MML Investors Services
102
MML Investors Services
Massachusetts
$274K -$36.3K -4,597 -12%
CB
103
Commerce Bank
Missouri
$274K
MCM
104
Mendel Capital Management
Arkansas
$273K +$264K +33,500 New
MCCA
105
Mill Creek Capital Advisors
Pennsylvania
$271K +$262K +33,159 New
MA
106
MKT Advisors
California
$269K +$15.7K +1,986 +6%
SWP
107
Semus Wealth Partners
Florida
$261K +$6.94K +879 +3%
VF
108
Virtu Financial
New York
$259K +$251K +31,737 New
ICMP
109
Integrated Capital Management (Pennsylvania)
Pennsylvania
$259K +$15.8K +2,006 +7%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$254K -$2.09K -265 -0.8%
GWP
111
Gateway Wealth Partners
Wisconsin
$251K -$50.7K -6,426 -17%
Prudential Financial
112
Prudential Financial
New Jersey
$246K +$238K +30,112 New
DI
113
Diligent Investors
California
$245K +$13.2K +1,677 +6%
Creative Planning
114
Creative Planning
Kansas
$241K +$87 +11 +0%
FFA
115
Farther Finance Advisors
California
$238K +$232K +29,375 New
AWA
116
Arkadios Wealth Advisors
Georgia
$234K +$245 +31 +0.1%
SWM
117
SeaCrest Wealth Management
New York
$233K -$21.8K -2,763 -9%
Fisher Asset Management
118
Fisher Asset Management
Washington
$233K +$225K +28,552 New
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$226K
MSFS
120
Main Street Financial Solutions
Pennsylvania
$225K +$12.3K +1,554 +6%
SFPG
121
Stonebridge Financial Planning Group
Florida
$225K +$418 +53 +0.2%
MC
122
Moors & Cabot
Massachusetts
$222K -$15.3K -1,936 -7%
MWM
123
Mission Wealth Management
California
$222K
LA
124
Lane & Associates
New Jersey
$220K +$4.12K +522 +2%
WS
125
Wedbush Securities
California
$213K -$36.3K -4,600 -15%

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.