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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

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: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $553M → $551M (-$1.48M)

7% less funds holding

Funds holding: 276 → 257 (-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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.9M
2
KFP
KMG Fiduciary Partners
Ohio
+$1.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.18M
4
Stifel Financial
Stifel Financial
Missouri
+$1.1M
5
ARC
Advisor Resource Council
Texas
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
-$4.66M
2
1CP
1607 Capital Partners
Virginia
-$3.7M
3
SFS
Shaker Financial Services
Virginia
-$2.92M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.67M
5
LSC
Logan Stone Capital
Illinois
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
126
Focus Financial Network
Minnesota
$199K +$3K +359 +1%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$198K -$115K -13,734 -36%
SWA
128
Stratos Wealth Advisors
Ohio
$196K – – –
HWMO
129
Heritage Wealth Management (Ohio)
Ohio
$194K +$200K +23,885 New
WPW
130
Warther Private Wealth
Ohio
$193K – – –
MPCG
131
Matrix Private Capital Group
New York
$190K – – –
HSA
132
HBK Sorce Advisory
Pennsylvania
$190K -$46K -5,502 -19%
FPL
133
Fortress Private Ledger
North Carolina
$184K – – –
CC
134
Commons Capital
Massachusetts
$183K +$12.8K +1,531 +7%
KPWS
135
Kestra Private Wealth Services
Texas
$177K +$26.4K +3,158 +17%
FHA
136
Flagship Harbor Advisors
Massachusetts
$177K +$15.9K +1,906 +10%
Cerity Partners
137
Cerity Partners
New York
$175K -$34.1K -4,072 -16%
SSC
138
Syverson Strege & Co
Iowa
$172K +$184 +22 +0.1%
SWP
139
Stratos Wealth Partners
Ohio
$168K +$12.6K +1,500 +8%
IAS
140
Insigneo Advisory Services
Florida
$168K -$18.4K -2,200 -10%
MSAM
141
Moloney Securities Asset Management
Missouri
$166K +$1.44K +172 +0.8%
CWC
142
Carolinas Wealth Consulting
North Carolina
$166K – – –
AWA
143
Amplius Wealth Advisors
Pennsylvania
$163K – – –
VVP
144
Venture Visionary Partners
Ohio
$157K – – –
Franklin Resources
145
Franklin Resources
California
$156K – – –
Empower Advisory Group
146
Empower Advisory Group
Colorado
$155K – – –
Mariner
147
Mariner
Kansas
$153K +$38.1K +4,556 +32%
FHC
148
First Heartland Consultants
Missouri
$149K +$45.4K +5,425 +42%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$147K +$151K +18,001 New
BOS
150
Bank of Stockton
California
$147K – – –
4 5
6
7 8

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.