We are live on ! Find out more
EXG icon

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
SWA
176
Sax Wealth Advisors
New Jersey
$90.9K
RVPG
177
Relative Value Partners Group
$90.3K +$592 +75 +0.6%
WA
178
Wealth Alliance
New York
$90.3K +$647 +82 +0.7%
AWM
179
Apollon Wealth Management
South Carolina
$89.8K
BPWM
180
Badgley Phelps Wealth Managers
Washington
$88.9K
LNC
181
Lincoln National Corp
Pennsylvania
$88.1K +$95 +12 +0.1%
9WM
182
9258 Wealth Management
Ohio
$85.1K +$82.3K +10,425 New
PL
183
Plancorp LLC
Missouri
$84.8K
OIA
184
Optimum Investment Advisors
Illinois
$84.5K
CAMG
185
CWA Asset Management Group
Florida
$82.7K +$24 +3 +0%
HHGA
186
Halbert Hargrove Global Advisors
California
$82.5K -$18.6K -2,355 -19%
CA
187
Claro Advisors
Massachusetts
$82.1K -$80.3K -10,173 -50%
ACI
188
Alpha Cubed Investments
California
$81.6K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$81.6K -$22.1K -2,800 -22%
BTI
190
Blue Trust Inc
Georgia
$81.6K
LFAS
191
Level Four Advisory Services
Texas
$79.9K
Citigroup
192
Citigroup
New York
$70.8K +$8.79K +1,114 +15%
SSB
193
Sandy Spring Bank
Maryland
$68.9K
RFA
194
Register Financial Advisors
Georgia
$67K +$64.8K +8,211 New
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$66.4K +$64.7K +8,202 New
BWP
196
Baldwin Wealth Partners
Massachusetts
$65.3K -$15.8K -2,000 -20%
NS
197
NBC Securities
Alabama
$64K +$126 +16 +0.2%
GWP
198
Gen-Wealth Partners
Michigan
$63.6K +$61.6K +7,800 New
PP
199
PFS Partners
New Jersey
$62.5K +$1.25K +158 +2%
CT
200
Caldwell Trust
Florida
$55.1K -$19.7K -2,499 -27%

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.