We are live on ! Find out more
EXG icon

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
ICMP
101
Integrated Capital Management (Pennsylvania)
Pennsylvania
$297K +$3.97K +470 +1%
FFA
102
Farther Finance Advisors
California
$295K +$53.1K +6,285 +21%
MA
103
MKT Advisors
California
$294K +$24.6K +2,916 +9%
MML Investors Services
104
MML Investors Services
Massachusetts
$289K +$10.4K +1,229 +4%
GSIAS
105
Garden State Investment Advisory Services
New Jersey
$285K -$29.3K -3,470 -9%
CB
106
Commerce Bank
Missouri
$284K +$10.1K +1,200 +4%
SWM
107
Stockman Wealth Management
Montana
$283K
Northern Trust
108
Northern Trust
Illinois
$279K -$242K -28,653 -46%
AWS
109
Atria Wealth Solutions
New York
$277K -$10.1K -1,200 -3%
MCM
110
Mendel Capital Management
Arkansas
$274K
MCCA
111
Mill Creek Capital Advisors
Pennsylvania
$271K
SWP
112
Semus Wealth Partners
Florida
$270K +$6.5K +770 +2%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$263K -$35.2K -4,169 -11%
BEI
114
Benjamin Edwards Inc
Missouri
$261K +$7.43K +880 +3%
PRTG
115
Post Resch Tallon Group
New York
$254K +$262K +30,981 New
TKP
116
Tallon Kerry Patrick
$254K +$262K +30,981 New
PAG
117
Private Advisor Group
New Jersey
$242K -$34.2K -4,045 -12%
SWM
118
Silverlake Wealth Management
Vermont
$242K
HSA
119
HBK Sorce Advisory
Pennsylvania
$236K +$1.16K +137 +0.5%
DI
120
Diligent Investors
California
$227K -$28.7K -3,394 -11%
SFPG
121
Stonebridge Financial Planning Group
Florida
$227K +$541 +64 +0.2%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$226K +$15.7K +1,864 +7%
SWM
123
SeaCrest Wealth Management
New York
$224K
MWM
124
Mission Wealth Management
California
$222K
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
$222K +$63.2K +7,484 +38%

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.