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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
Mariner
151
Mariner
Kansas
$153K
CGL
152
Clarius Group LLC
Washington
$151K
WCM
153
WealthBridge Capital Management
Ohio
$150K
SSWM
154
Strait & Sound Wealth Management
California
$150K
GIA
155
Gladstone Institutional Advisory
Florida
$147K
BIAS
156
Beacon Investment Advisory Services
New Jersey
$143K +$12.6K +1,500 +10%
VVP
157
Venture Visionary Partners
Ohio
$142K
AA
158
AlphaMark Advisors
Kentucky
$140K
PGWM
159
Parisi Gray Wealth Management
New Jersey
$139K
Brown Advisory
160
Brown Advisory
Maryland
$138K +$7.85K +933 +6%
HA
161
Herold Advisors
New York
$134K +$130K +15,399 New
FT
162
Fiduciary Trust
Massachusetts
$134K +$129K +15,377 New
PFS
163
Prospera Financial Services
Texas
$132K -$19.2K -2,282 -13%
ATS
164
Ashton Thomas Securities
New York
$128K +$2.46K +292 +2%
CCG
165
Capital CS Group
California
$128K +$1.24K +147 +1%
VHAM
166
Van Hulzen Asset Management
California
$125K -$17.3K -2,055 -13%
LI
167
LVZ Inc
Michigan
$124K
CCG
168
Catalina Capital Group
California
$122K
SIAS
169
Summit Investment Advisory Services
Minnesota
$121K +$117K +13,929 New
GAA
170
Global Assets Advisory
Florida
$120K +$117K +13,955 New
PMFA
171
Plante Moran Financial Advisors
Michigan
$117K
GWP
172
Gateway Wealth Partners
Wisconsin
$116K -$29.3K -3,481 -21%
CW
173
CIC Wealth
Maryland
$115K +$5.83K +693 +6%
IPAM
174
Investment Partners Asset Management
New Jersey
$106K
WW
175
Waterfront Wealth
Kansas
$106K -$1.68K -200 -2%

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.