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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
CB
101
Commerce Bank
Missouri
$303K +$19.3K +2,350 +7%
SWM
102
Stockman Wealth Management
Montana
$293K
MSFS
103
Main Street Financial Solutions
Pennsylvania
$290K +$54.6K +6,659 +24%
AWS
104
Atria Wealth Solutions
New York
$288K +$71.8K +8,756 +35%
MCM
105
Mendel Capital Management
Arkansas
$283K
MA
106
MKT Advisors
California
$283K -$16 -2 -0%
MML Investors Services
107
MML Investors Services
Massachusetts
$282K -$1.79K -219 -0.7%
ICMP
108
Integrated Capital Management (Pennsylvania)
Pennsylvania
$282K +$13.2K +1,613 +5%
MCCA
109
Mill Creek Capital Advisors
Pennsylvania
$280K
PAG
110
Private Advisor Group
New Jersey
$268K -$70.3K -8,576 -21%
SWP
111
Semus Wealth Partners
Florida
$267K -$3.3K -402 -1%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$264K
DI
113
Diligent Investors
California
$258K +$4.88K +595 +2%
FFA
114
Farther Finance Advisors
California
$252K +$4.14K +505 +2%
SWM
115
Silverlake Wealth Management
Vermont
$250K -$53.3K -6,500 -18%
MHS
116
M Holdings Securities
Oregon
$245K +$237K +28,967 New
SWM
117
SeaCrest Wealth Management
New York
$241K +$16 +2 +0%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$234K
SFPG
119
Stonebridge Financial Planning Group
Florida
$233K +$508 +62 +0.2%
LA
120
Lane & Associates
New Jersey
$233K +$5.34K +651 +2%
MWM
121
Mission Wealth Management
California
$230K
Cerity Partners
122
Cerity Partners
New York
$218K +$33.4K +4,076 +19%
MC
123
Moors & Cabot
Massachusetts
$212K -$17.8K -2,170 -8%
HS
124
Horan Securities
United States
$211K +$205K +24,975 New
SP
125
Successful Portfolios
Florida
$210K

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.