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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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$97.1K +$26.2K +3,200 +39%
PIA
177
Perennial Investment Advisors
California
$96.2K -$7.17K -875 -7%
WA
178
Wealth Alliance
New York
$94.3K +$779 +95 +0.9%
QCIG
179
Quad-Cities Investment Group
Iowa
$94.3K
SWA
180
Sax Wealth Advisors
New Jersey
$94.2K
AWM
181
Apollon Wealth Management
South Carolina
$93K
BPWM
182
Badgley Phelps Wealth Managers
Washington
$92.1K
9WM
183
9258 Wealth Management
Ohio
$88.1K
PL
184
Plancorp LLC
Missouri
$87.9K
HNB
185
Huntington National Bank
Ohio
$86.6K
BTI
186
Blue Trust Inc
Georgia
$81.6K
HI
187
Harbour Investments
Wisconsin
$78.2K -$24.4K -2,980 -24%
SSB
188
Sandy Spring Bank
Maryland
$71.8K +$467 +57 +0.7%
RFA
189
Register Financial Advisors
Georgia
$70.4K +$984 +120 +1%
AWM
190
Activest Wealth Management
Florida
$68.9K +$66.9K +8,158 New
BWP
191
Baldwin Wealth Partners
Massachusetts
$67.6K
WOSD
192
WFA of San Diego
California
$66.8K +$64.8K +7,900 New
PP
193
PFS Partners
New Jersey
$66.3K +$1.52K +185 +2%
NS
194
NBC Securities
Alabama
$66K +$156 +19 +0.2%
GWP
195
Gen-Wealth Partners
Michigan
$65.9K
RCM
196
Raleigh Capital Management
North Carolina
$63.7K +$61.8K +7,540 New
Citigroup
197
Citigroup
New York
$60.1K -$12.7K -1,553 -18%
CT
198
Caldwell Trust
Florida
$57K
OIA
199
Optimum Investment Advisors
Illinois
$55.4K -$31.2K -3,800 -37%
OP
200
ORG Partners
Indiana
$52.6K

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.