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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 257276 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$156K -$30.4K -3,600 -16%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$155K
KPWS
153
Kestra Private Wealth Services
Texas
$152K +$1.29K +153 +0.8%
BOS
154
Bank of Stockton
California
$147K
MWA
155
Meridian Wealth Advisors
Texas
$147K
BRWA
156
B. Riley Wealth Advisors
Florida
$145K -$598K -70,769 -80%
KAS
157
KPP Advisory Services
Kentucky
$145K
CGL
158
Clarius Group LLC
Washington
$141K
WCM
159
WealthBridge Capital Management
Ohio
$141K
SSWM
160
Strait & Sound Wealth Management
California
$141K
GIA
161
Gladstone Institutional Advisory
Florida
$138K
EC
162
Elequin Capital
New York
$136K +$141K +16,653 New
BIAS
163
Beacon Investment Advisory Services
New Jersey
$134K
AA
164
AlphaMark Advisors
Kentucky
$131K
PGWM
165
Parisi Gray Wealth Management
New Jersey
$130K
Brown Advisory
166
Brown Advisory
Maryland
$129K
HF
167
HRT Financial
New York
$127K +$132K +15,591 New
FT
168
Fiduciary Trust
Massachusetts
$126K
CCG
169
Capital CS Group
California
$125K +$5.63K +667 +5%
PFS
170
Prospera Financial Services
Texas
$124K
HA
171
Herold Advisors
New York
$124K -$2.11K -250 -2%
ATS
172
Ashton Thomas Securities
New York
$123K +$2.58K +306 +2%
VHAM
173
Van Hulzen Asset Management
California
$117K
Mariner
174
Mariner
Kansas
$117K -$27.2K -3,226 -18%
SIAS
175
Summit Investment Advisory Services
Minnesota
$117K +$2.8K +331 +2%

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.