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
OP
201
ORG Partners
Indiana
$50.5K +$49.2K +6,236 New
US Bancorp
202
US Bancorp
Minnesota
$49.1K -$1.83K -232 -4%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$46.9K
PA
204
Parallel Advisors
California
$45.5K +$44K +5,571 New
NSIM
205
North Star Investment Management
Illinois
$44.9K +$900 +114 +2%
CCMW
206
Cypress Capital Management (Wyoming)
Wyoming
$40.8K
AWM
207
Avior Wealth Management
Nebraska
$38.4K
PGAM
208
Princeton Global Asset Management
New Jersey
$37.6K
CBT
209
CoreFirst Bank & Trust
Kansas
$32.6K
BWL
210
Bogart Wealth LLC
Virginia
$32.3K
SWA
211
SOA Wealth Advisors
New York
$29K +$774 +98 +3%
HIA
212
Harbor Investment Advisory
Maryland
$27.3K
FMP
213
Financial Management Professionals
Texas
$23K
LI
214
LRI Investments
Florida
$22.3K +$21.6K +2,734 New
AF
215
Allworth Financial
California
$22K +$2.48K +314 +13%
WWP
216
WR Wealth Planners
Missouri
$21.2K +$20.5K +2,600 New
ACA
217
American Capital Advisory
Idaho
$20.7K
PTC
218
Private Trust Company
Ohio
$20.4K
HPC
219
HM Payson & Co
Maine
$19.9K
EWA
220
EverSource Wealth Advisors
Alabama
$18K
IGWM
221
ICA Group Wealth Management
Colorado
$16.9K
BC
222
Barrett & Company
Rhode Island
$15.9K
CT
223
Cambridge Trust
Massachusetts
$14.5K
VWM
224
Venturi Wealth Management
Texas
$14.3K
IA
225
IFP Advisors
Florida
$13.9K

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.