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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
MPCG
126
Matrix Private Capital Group
New York
$208K -$13.8K -1,750 -6%
AWS
127
Atria Wealth Solutions
New York
$207K +$30.8K +3,900 +18%
SP
128
Successful Portfolios
Florida
$202K
HSA
129
HBK Sorce Advisory
Pennsylvania
$189K +$27K +3,425 +17%
FHA
130
Flagship Harbor Advisors
Massachusetts
$187K -$28.7K -3,640 -14%
MSAM
131
Moloney Securities Asset Management
Missouri
$183K -$9.32K -1,181 -5%
SWA
132
Stratos Wealth Advisors
Ohio
$180K
FFN
133
Focus Financial Network
Minnesota
$179K +$4.54K +575 +3%
Cerity Partners
134
Cerity Partners
New York
$177K +$47 +6 +0%
BOS
135
Bank of Stockton
California
$174K
SSC
136
Syverson Strege & Co
Iowa
$172K +$182 +23 +0.1%
CWC
137
Carolinas Wealth Consulting
North Carolina
$166K
RG
138
Retirement Group
California
$162K
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$160K +$36.5K +4,628 +31%
Franklin Resources
140
Franklin Resources
California
$156K
Empower Advisory Group
141
Empower Advisory Group
Colorado
$155K
KPWS
142
Kestra Private Wealth Services
Texas
$150K +$845 +107 +0.6%
SWP
143
Stratos Wealth Partners
Ohio
$147K -$2.53K -321 -2%
MWA
144
Meridian Wealth Advisors
Texas
$146K
KAS
145
KPP Advisory Services
Kentucky
$145K +$140K +17,735 New
CGL
146
Clarius Group LLC
Washington
$141K +$136K +17,268 New
SSWM
147
Strait & Sound Wealth Management
California
$140K
GIA
148
Gladstone Institutional Advisory
Florida
$138K -$10.1K -1,283 -7%
WCM
149
WealthBridge Capital Management
Ohio
$137K +$3.66K +464 +3%
VVP
150
Venture Visionary Partners
Ohio
$133K

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.