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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
CCG
176
Catalina Capital Group
California
$114K
GAA
177
Global Assets Advisory
Florida
$114K +$17 +2 +0%
WA
178
Waverly Advisors
Alabama
$114K +$118K +13,986 New
PMFA
179
Plante Moran Financial Advisors
Michigan
$112K +$2.04K +241 +2%
EWA
180
EP Wealth Advisors
California
$111K +$115K +13,633 New
CA
181
Clearstead Advisors
Ohio
$111K +$115K +13,581 New
VWA
182
VSM Wealth Advisory
Maryland
$108K +$111K +13,197 New
FHC
183
First Heartland Consultants
Missouri
$105K +$108K +12,826 New
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$103K +$103K +12,197 New
WW
185
Waterfront Wealth
Kansas
$103K
IPAM
186
Investment Partners Asset Management
New Jersey
$99.5K
MWM
187
Modern Wealth Management
Kansas
$98.7K +$2.11K +250 +2%
GWP
188
Gateway Wealth Partners
Wisconsin
$97.7K -$11.6K -1,369 -10%
SWM
189
SK Wealth Management
Rhode Island
$97.5K +$794 +94 +0.8%
SIMG
190
Sonora Investment Management Group
Arizona
$95.7K +$98.9K +11,710 New
IA
191
Insight Advisors
Pennsylvania
$94.1K
WF
192
Welch & Forbes
Massachusetts
$94K
BCP
193
Blue Chip Partners
Michigan
$93.8K
PIA
194
Perennial Investment Advisors
California
$93K
WA
195
Wealth Alliance
New York
$92.8K +$845 +100 +0.9%
SWA
196
Sax Wealth Advisors
New Jersey
$91K -$109K -12,872 -54%
BPWM
197
Badgley Phelps Wealth Managers
Washington
$89K
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$86.1K +$89K +10,533 New
PGAM
199
Princeton Global Asset Management
New Jersey
$86K -$9.09K -1,076 -9%
BTI
200
Blue Trust Inc
Georgia
$81.7K

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.