We are live on ! Find out more
EXG icon

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

257 hedge funds and large institutions have $600M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

54% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 59

3% more funds holding

Funds holding: 250257 (+7)

2% more capital invested

Capital invested by funds: $586M → $600M (+$13.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 22.66%22.65% (-0.02%)

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
91
Reduced
59
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$311K -$1.16M -137,404 -79%
Creative Planning
102
Creative Planning
Kansas
$308K -$4.63K -550 -2%
AWS
103
Atria Wealth Solutions
New York
$306K +$8.36K +994 +3%
SWM
104
Stockman Wealth Management
Montana
$302K
MML Investors Services
105
MML Investors Services
Massachusetts
$298K +$6.76K +804 +2%
PAG
106
Private Advisor Group
New Jersey
$294K +$17.2K +2,049 +6%
CB
107
Commerce Bank
Missouri
$292K -$19.8K -2,350 -7%
MCM
108
Mendel Capital Management
Arkansas
$292K
MCCA
109
Mill Creek Capital Advisors
Pennsylvania
$289K
AAS
110
Avantax Advisory Services
Texas
$283K -$3.89M -462,434 -93%
SWP
111
Semus Wealth Partners
Florida
$282K +$6.04K +718 +2%
MA
112
MKT Advisors
California
$274K -$9.34K -1,111 -3%
DI
113
Diligent Investors
California
$272K +$4.9K +583 +2%
BEI
114
Benjamin Edwards Inc
Missouri
$271K +$261K +31,085 New
FFA
115
Farther Finance Advisors
California
$261K
SWM
116
Silverlake Wealth Management
Vermont
$258K
WWM
117
Western Wealth Management
Colorado
$252K +$243K +28,847 New
HSA
118
HBK Sorce Advisory
Pennsylvania
$250K +$44.1K +5,243 +22%
SFPG
119
Stonebridge Financial Planning Group
Florida
$241K +$513 +61 +0.2%
SWM
120
SeaCrest Wealth Management
New York
$239K -$9.32K -1,108 -4%
MWM
121
Mission Wealth Management
California
$237K
Natixis Advisors
122
Natixis Advisors
Massachusetts
$225K -$127K -15,074 -37%
Cerity Partners
123
Cerity Partners
New York
$223K -$2.19K -261 -1%
HS
124
Horan Securities
United States
$220K +$2.56K +304 +1%
SP
125
Successful Portfolios
Florida
$216K

EXG Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2024, worth a combined $600M — up 2.3% from $586M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EXG positions and 17 closed out — a net gain of 10 holders — while 91 added to existing stakes and 59 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.43M. The largest seller was Cornerstone Advisors, cutting an estimated $18.3M.

  • 257 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $600M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 27 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2024 and 17 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $4.43M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.