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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
Jane Street
101
Jane Street
New York
$289K +$297K +35,469 New
SWM
102
Stockman Wealth Management
Montana
$282K
SWP
103
Semus Wealth Partners
Florida
$275K +$6.58K +787 +2%
CB
104
Commerce Bank
Missouri
$273K -$10K -1,200 -3%
MCM
105
Mendel Capital Management
Arkansas
$273K
AWS
106
Atria Wealth Solutions
New York
$272K -$4.08K -487 -1%
SCM
107
Sage Capital Management
New Jersey
$264K -$117K -14,000 -30%
GSIAS
108
Garden State Investment Advisory Services
New Jersey
$257K -$27.2K -3,246 -9%
DI
109
Diligent Investors
California
$255K +$29.3K +3,500 +13%
PRTG
110
Post Resch Tallon Group
New York
$254K +$1.93K +231 +0.7%
MA
111
MKT Advisors
California
$252K
BEI
112
Benjamin Edwards Inc
Missouri
$249K -$11.2K -1,335 -4%
PAG
113
Private Advisor Group
New Jersey
$241K +$17 +2 +0%
SWM
114
Silverlake Wealth Management
Vermont
$241K
Natixis Advisors
115
Natixis Advisors
Massachusetts
$239K +$13.3K +1,594 +6%
AAS
116
Avantax Advisory Services
Texas
$227K +$31.7K +3,785 +16%
SFPG
117
Stonebridge Financial Planning Group
Florida
$226K +$552 +66 +0.2%
SWM
118
SeaCrest Wealth Management
New York
$223K
MC
119
Moors & Cabot
Massachusetts
$222K +$34.6K +4,130 +18%
MWM
120
Mission Wealth Management
California
$222K
GAA
121
Global Assets Advisory
Florida
$217K +$117K +13,993 +100%
HS
122
Horan Securities
United States
$209K +$1.43K +171 +0.7%
MCC
123
Money Concepts Capital
Florida
$208K
SP
124
Successful Portfolios
Florida
$202K
AWM
125
Apollon Wealth Management
South Carolina
$201K +$1.78K +213 +0.9%

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.