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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
AA
151
AlphaMark Advisors
Kentucky
$131K
SWM
152
Spire Wealth Management
Virginia
$131K
PGWM
153
Parisi Gray Wealth Management
New Jersey
$130K
Brown Advisory
154
Brown Advisory
Maryland
$121K
VHAM
155
Van Hulzen Asset Management
California
$119K
CCG
156
Capital CS Group
California
$117K -$13.1K -1,655 -10%
LI
157
LVZ Inc
Michigan
$116K
CCG
158
Catalina Capital Group
California
$114K
CWM
159
Centurion Wealth Management
Virginia
$113K
CW
160
CIC Wealth
Maryland
$112K +$2.66K +337 +3%
BIAS
161
Beacon Investment Advisory Services
New Jersey
$110K +$107K +13,500 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$109K
SIAS
163
Summit Investment Advisory Services
Minnesota
$108K +$2.15K +273 +2%
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$108K
Jane Street
165
Jane Street
New York
$105K +$102K +12,868 New
HNB
166
Huntington National Bank
Ohio
$103K
WW
167
Waterfront Wealth
Kansas
$102K -$4.74K -600 -4%
Two Sigma Investments
168
Two Sigma Investments
New York
$101K +$97.3K +12,329 New
PIA
169
Perennial Investment Advisors
California
$100K
HI
170
Harbour Investments
Wisconsin
$99.8K -$27.9K -3,539 -22%
IPAM
171
Investment Partners Asset Management
New Jersey
$99.4K
IA
172
Insight Advisors
Pennsylvania
$93.8K
WF
173
Welch & Forbes
Massachusetts
$93.8K
BPA
174
Beacon Pointe Advisors
California
$93.6K
QCIG
175
Quad-Cities Investment Group
Iowa
$91K

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.