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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
WCM
151
WealthBridge Capital Management
Ohio
$146K +$3.34K +407 +2%
SSWM
152
Strait & Sound Wealth Management
California
$145K
GIA
153
Gladstone Institutional Advisory
Florida
$143K
GWP
154
Gateway Wealth Partners
Wisconsin
$142K -$114K -13,959 -45%
VHAM
155
Van Hulzen Asset Management
California
$139K +$15.2K +1,850 +13%
VVP
156
Venture Visionary Partners
Ohio
$138K
AA
157
AlphaMark Advisors
Kentucky
$135K
PGWM
158
Parisi Gray Wealth Management
New Jersey
$135K
BIAS
159
Beacon Investment Advisory Services
New Jersey
$126K +$11.4K +1,395 +10%
Brown Advisory
160
Brown Advisory
Maryland
$125K
ATS
161
Ashton Thomas Securities
New York
$123K +$118K +14,440 New
CCG
162
Capital CS Group
California
$122K +$1.25K +153 +1%
LI
163
LVZ Inc
Michigan
$120K
CCG
164
Catalina Capital Group
California
$118K
PMFA
165
Plante Moran Financial Advisors
Michigan
$113K
IAS
166
Insigneo Advisory Services
Florida
$112K +$117K +14,215 New
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$112K
WW
168
Waterfront Wealth
Kansas
$108K
BCI
169
Brinker Capital Investments
Pennsylvania
$107K +$103K +12,604 New
OPS
170
Orion Portfolio Solutions
Nebraska
$107K +$103K +12,604 New
CW
171
CIC Wealth
Maryland
$106K -$9.87K -1,204 -9%
IPAM
172
Investment Partners Asset Management
New Jersey
$103K
MWM
173
Modern Wealth Management
Kansas
$100K +$97K +11,832 New
WF
174
Welch & Forbes
Massachusetts
$97.2K
IA
175
Insight Advisors
Pennsylvania
$97.2K

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.