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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
MWM
176
Modern Wealth Management
Kansas
$98.3K
GWP
177
Gateway Wealth Partners
Wisconsin
$97.2K -$167 -20 -0.2%
SIMG
178
Sonora Investment Management Group
Arizona
$95.3K
WA
179
Wealth Alliance
New York
$94.3K +$1.94K +232 +2%
IA
180
Insight Advisors
Pennsylvania
$93.6K
WF
181
Welch & Forbes
Massachusetts
$93.6K
BCP
182
Blue Chip Partners
Michigan
$93.5K
PIA
183
Perennial Investment Advisors
California
$92.7K
SWM
184
SK Wealth Management
Rhode Island
$91K +$2.38K +284 +2%
SWA
185
Sax Wealth Advisors
New Jersey
$90.7K
BPWM
186
Badgley Phelps Wealth Managers
Washington
$88.7K
MSFS
187
Main Street Financial Solutions
Pennsylvania
$87.2K -$180K -21,513 -67%
PGAM
188
Princeton Global Asset Management
New Jersey
$85.7K
Baird Financial Group
189
Baird Financial Group
Wisconsin
$83.5K +$85.9K +10,261 New
BTI
190
Blue Trust Inc
Georgia
$81.4K
MAS
191
MPWM Advisory Solutions
Georgia
$81.4K
NW
192
NewEdge Wealth
Pennsylvania
$81.4K +$83.7K +10,000 New
HI
193
Harbour Investments
Wisconsin
$81K
HHGA
194
Halbert Hargrove Global Advisors
California
$80.6K
WSFS
195
Wilmington Savings Fund Society
Delaware
$73.3K
Citigroup
196
Citigroup
New York
$71.6K +$13K +1,553 +21%
SWM
197
Spire Wealth Management
Virginia
$70.1K +$1.25K +150 +2%
PP
198
PFS Partners
New Jersey
$68.5K +$1.64K +196 +2%
AWM
199
Activest Wealth Management
Florida
$66.4K
NS
200
NBC Securities
Alabama
$64K +$66.7K +7,971 +113,871%

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.