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Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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: 11 (0)

0% less capital invested

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

7% less funds holding

Funds holding: 276257 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$146K -$39.7K -4,739 -21%
MWA
152
Meridian Wealth Advisors
Texas
$146K
ATS
153
Ashton Thomas Securities
New York
$145K +$22.8K +2,726 +18%
KAS
154
KPP Advisory Services
Kentucky
$144K -$209 -25 -0.1%
WCM
155
WealthBridge Capital Management
Ohio
$140K
SSWM
156
Strait & Sound Wealth Management
California
$140K
PFS
157
Prospera Financial Services
Texas
$140K +$16.7K +1,994 +13%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$138K -$25.1K -3,000 -15%
GIA
159
Gladstone Institutional Advisory
Florida
$137K
WA
160
Waverly Advisors
Alabama
$133K +$19.5K +2,331 +17%
PGWM
161
Parisi Gray Wealth Management
New Jersey
$130K
Brown Advisory
162
Brown Advisory
Maryland
$128K
FT
163
Fiduciary Trust
Massachusetts
$125K
CCG
164
Capital CS Group
California
$124K -$494 -59 -0.4%
BIAS
165
Beacon Investment Advisory Services
New Jersey
$121K -$12.6K -1,500 -9%
HA
166
Herold Advisors
New York
$120K -$3.35K -400 -3%
SIAS
167
Summit Investment Advisory Services
Minnesota
$119K +$2.85K +341 +2%
VHAM
168
Van Hulzen Asset Management
California
$117K
CCG
169
Catalina Capital Group
California
$114K
PMFA
170
Plante Moran Financial Advisors
Michigan
$109K -$2.02K -241 -2%
SS
171
Sunbelt Securities
Texas
$109K -$244K -29,193 -69%
VWA
172
VSM Wealth Advisory
Maryland
$108K +$151 +18 +0.1%
WW
173
Waterfront Wealth
Kansas
$102K
TIA
174
Traphagen Investment Advisors
New Jersey
$99.7K +$103K +12,250 New
IPAM
175
Investment Partners Asset Management
New Jersey
$99.2K

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.