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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
WAM
176
Wolverine Asset Management
Illinois
$104K -$2.25M -267,759 -96%
CWM
177
Centurion Wealth Management
Virginia
$104K +$99.8K +11,870 New
MWM
178
Modern Wealth Management
Kansas
$103K
PGAM
179
Princeton Global Asset Management
New Jersey
$101K +$58.8K +6,993 +152%
IA
180
Insight Advisors
Pennsylvania
$100K
WF
181
Welch & Forbes
Massachusetts
$100K
BCP
182
Blue Chip Partners
Michigan
$100K +$96.6K +11,486 New
PIA
183
Perennial Investment Advisors
California
$99.3K
WA
184
Wealth Alliance
New York
$98.1K +$799 +95 +0.9%
SWM
185
SK Wealth Management
Rhode Island
$97.5K +$99.6K +11,838 New
QCIG
186
Quad-Cities Investment Group
Iowa
$97.3K
AWM
187
Apollon Wealth Management
South Carolina
$95.9K
BPWM
188
Badgley Phelps Wealth Managers
Washington
$95K
IWM
189
IHT Wealth Management
Illinois
$94.1K +$91K +10,826 New
9WM
190
9258 Wealth Management
Ohio
$90.9K
HNB
191
Huntington National Bank
Ohio
$89.4K
BTI
192
Blue Trust Inc
Georgia
$84.5K
HI
193
Harbour Investments
Wisconsin
$80.7K
LFG
194
Larson Financial Group
Missouri
$78.5K +$52.7K +6,263 +229%
WSFS
195
Wilmington Savings Fund Society
Delaware
$78.5K +$75.7K +9,000 New
Citigroup
196
Citigroup
New York
$77.1K +$14.5K +1,719 +24%
SSB
197
Sandy Spring Bank
Maryland
$74.1K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$73.3K -$25.2K -3,002 -26%
SWM
199
Spire Wealth Management
Virginia
$72.5K +$51.6K +6,140 +283%
AWM
200
Activest Wealth Management
Florida
$71.1K

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.