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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
US Bancorp
201
US Bancorp
Minnesota
$50.9K
BCWM
202
Bartlett & Co Wealth Management
Ohio
$48.6K
PA
203
Parallel Advisors
California
$47.6K +$533 +65 +1%
NSIM
204
North Star Investment Management
Illinois
$47.6K +$1.09K +133 +2%
CCMW
205
Cypress Capital Management (Wyoming)
Wyoming
$42.3K
AWM
206
Avior Wealth Management
Nebraska
$39.7K
PGAM
207
Princeton Global Asset Management
New Jersey
$38.9K
BWL
208
Bogart Wealth LLC
Virginia
$33.4K
SWA
209
SOA Wealth Advisors
New York
$30.7K +$697 +85 +2%
HIA
210
Harbor Investment Advisory
Maryland
$28.3K
HGA
211
Hobbs Group Advisors
South Carolina
$24.6K +$23.9K +2,916 New
FMP
212
Financial Management Professionals
Texas
$24K
LFG
213
Larson Financial Group
Missouri
$23.1K +$22.4K +2,737 New
LI
214
LRI Investments
Florida
$23.1K
WWP
215
WR Wealth Planners
Missouri
$22K
PTC
216
Private Trust Company
Ohio
$21.1K
HPC
217
HM Payson & Co
Maine
$20.6K
ACA
218
American Capital Advisory
Idaho
$20.5K
CPG
219
Cornerstone Planning Group
New Jersey
$19.3K +$20.1K +2,450 New
EWA
220
EverSource Wealth Advisors
Alabama
$19.1K
AF
221
Allworth Financial
California
$18.4K -$4.21K -514 -19%
SWM
222
Spire Wealth Management
Virginia
$18.3K -$114K -13,868 -86%
IGWM
223
ICA Group Wealth Management
Colorado
$17.5K
VWM
224
Venturi Wealth Management
Texas
$14.8K
GWM
225
Geneos Wealth Management
Colorado
$14.4K +$230 +28 +2%

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.