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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
SWA
126
Stratos Wealth Advisors
Ohio
$209K +$16.8K +2,000 +9%
SWA
127
Sax Wealth Advisors
New Jersey
$209K +$108K +12,872 +116%
HWMO
128
Heritage Wealth Management (Ohio)
Ohio
$208K
WPW
129
Warther Private Wealth
Ohio
$206K
FFN
130
Focus Financial Network
Minnesota
$206K +$3.11K +370 +2%
MPCG
131
Matrix Private Capital Group
New York
$204K
IAS
132
Insigneo Advisory Services
Florida
$199K +$72.1K +8,576 +60%
SWP
133
Stratos Wealth Partners
Ohio
$198K +$16.8K +2,000 +10%
MC
134
Moors & Cabot
Massachusetts
$195K -$22.4K -2,663 -11%
CL
135
Choreo LLC
Illinois
$192K +$378 +45 +0.2%
SSC
136
Syverson Strege & Co
Iowa
$184K +$168 +20 +0.1%
CWC
137
Carolinas Wealth Consulting
North Carolina
$178K
MWM
138
Merriman Wealth Management
Washington
$177K +$170K +20,267 New
FHA
139
Flagship Harbor Advisors
Massachusetts
$176K
MSAM
140
Moloney Securities Asset Management
Missouri
$175K -$10.4K -1,240 -6%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$174K +$168K +20,002 New
AWA
142
Amplius Wealth Advisors
Pennsylvania
$174K
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$172K +$54.5K +6,481 +49%
Empower Advisory Group
144
Empower Advisory Group
Colorado
$166K -$7.33K -872 -4%
Franklin Resources
145
Franklin Resources
California
$164K
KPWS
146
Kestra Private Wealth Services
Texas
$161K -$673 -80 -0.4%
CC
147
Commons Capital
Massachusetts
$158K +$153K +18,143 New
BOS
148
Bank of Stockton
California
$157K -$16.8K -2,000 -10%
MWA
149
Meridian Wealth Advisors
Texas
$156K
KAS
150
KPP Advisory Services
Kentucky
$155K

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.