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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 257 → 276 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.32M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$1.99M
3
KAS
Kestra Advisory Services
Texas
+$1.57M
4
SW
SteelPeak Wealth
California
+$1.45M
5
PCG
Prosperity Consulting Group
Maryland
+$744K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$6.78M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$6.17M
3
AA
AQR Arbitrage
Connecticut
-$4.12M
4
SA
SAM Advisors
California
-$4.05M
5
IAIM
International Assets Investment Management
Florida
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$209K – – –
MCC
127
Money Concepts Capital
Florida
$209K +$216K +25,571 New
HS
128
Horan Securities
United States
$208K +$1.41K +167 +0.7%
SP
129
Successful Portfolios
Florida
$203K – – –
AWM
130
Apollon Wealth Management
South Carolina
$200K +$113K +13,431 +122%
FFN
131
Focus Financial Network
Minnesota
$197K +$4.05K +479 +2%
AAS
132
Avantax Advisory Services
Texas
$197K -$70.6K -8,363 -26%
SWA
133
Stratos Wealth Advisors
Ohio
$196K – – –
WPW
134
Warther Private Wealth
Ohio
$193K – – –
S
135
Sunpointe
Missouri
$191K +$198K +23,430 New
MPCG
136
Matrix Private Capital Group
New York
$191K – – –
MC
137
Moors & Cabot
Massachusetts
$189K +$6.55K +775 +3%
IAS
138
Insigneo Advisory Services
Florida
$186K – – –
CL
139
Choreo LLC
Illinois
$185K +$2.85K +338 +2%
FPL
140
Fortress Private Ledger
North Carolina
$185K +$191K +22,597 New
SSC
141
Syverson Strege & Co
Iowa
$173K +$177 +21 +0.1%
CC
142
Commons Capital
Massachusetts
$172K +$24.2K +2,865 +16%
QC
143
Quantedge Capital
Singapore
$170K -$425K -50,300 -71%
CWC
144
Carolinas Wealth Consulting
North Carolina
$167K – – –
MSAM
145
Moloney Securities Asset Management
Missouri
$165K +$1.41K +167 +0.8%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$163K – – –
AWA
147
Amplius Wealth Advisors
Pennsylvania
$163K – – –
FHA
148
Flagship Harbor Advisors
Massachusetts
$162K -$2.96K -350 -2%
VVP
149
Venture Visionary Partners
Ohio
$158K +$25.3K +3,000 +18%
Franklin Resources
150
Franklin Resources
California
$156K – – –
4 5
6
7 8

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.