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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
HWMO
126
Heritage Wealth Management (Ohio)
Ohio
$204K +$196K +23,885 New
FFN
127
Focus Financial Network
Minnesota
$201K +$4.5K +549 +2%
WPW
128
Warther Private Wealth
Ohio
$200K +$194K +23,675 New
HSA
129
HBK Sorce Advisory
Pennsylvania
$198K +$2.02K +247 +1%
MPCG
130
Matrix Private Capital Group
New York
$197K -$17.2K -2,100 -8%
MWA
131
Monograph Wealth Advisors
California
$197K +$191K +23,282 New
Fisher Asset Management
132
Fisher Asset Management
Washington
$190K -$49.9K -6,090 -21%
CL
133
Choreo LLC
Illinois
$188K +$183K +22,307 New
SWA
134
Stratos Wealth Advisors
Ohio
$186K
MSAM
135
Moloney Securities Asset Management
Missouri
$180K -$8.93K -1,089 -5%
SSC
136
Syverson Strege & Co
Iowa
$178K +$172 +21 +0.1%
SWP
137
Stratos Wealth Partners
Ohio
$175K +$22K +2,685 +15%
CWC
138
Carolinas Wealth Consulting
North Carolina
$172K
FHA
139
Flagship Harbor Advisors
Massachusetts
$170K -$22.8K -2,782 -12%
VF
140
Virtu Financial
New York
$170K -$95.6K -11,658 -37%
BOS
141
Bank of Stockton
California
$169K -$10.6K -1,292 -6%
AWA
142
Amplius Wealth Advisors
Pennsylvania
$169K +$164K +20,000 New
Empower Advisory Group
143
Empower Advisory Group
Colorado
$168K +$7.15K +872 +5%
Franklin Resources
144
Franklin Resources
California
$162K
KPWS
145
Kestra Private Wealth Services
Texas
$156K +$1.02K +125 +0.7%
MWA
146
Meridian Wealth Advisors
Texas
$152K
KAS
147
KPP Advisory Services
Kentucky
$150K
Mariner
148
Mariner
Kansas
$148K +$143K +17,500 New
PFS
149
Prospera Financial Services
Texas
$148K +$143K +17,461 New
CGL
150
Clarius Group LLC
Washington
$146K

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.