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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
PP
201
PFS Partners
New Jersey
$70K +$1.55K +184 +2%
BWP
202
Baldwin Wealth Partners
Massachusetts
$69.8K
NS
203
NBC Securities
Alabama
$69K +$151 +18 +0.2%
GWP
204
Gen-Wealth Partners
Michigan
$65.6K
IAIM
205
International Assets Investment Management
Florida
$61.8K +$4.03M +478,739 +799%
CT
206
Caldwell Trust
Florida
$58.9K
WOSD
207
WFA of San Diego
California
$58K -$10.5K -1,250 -16%
OIA
208
Optimum Investment Advisors
Illinois
$57.1K
NSIM
209
North Star Investment Management
Illinois
$50.3K +$1.11K +132 +2%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$50.1K
PA
211
Parallel Advisors
California
$49.7K +$538 +64 +1%
BF
212
BOK Financial
Oklahoma
$44.8K +$44.2K +5,250 New
CCMW
213
Cypress Capital Management (Wyoming)
Wyoming
$43.6K
HWA
214
HHM Wealth Advisors
Tennessee
$40.4K +$34.7K +4,131 +826%
RCM
215
Raleigh Capital Management
North Carolina
$40.3K -$24.6K -2,923 -39%
AWM
216
Avior Wealth Management
Nebraska
$39.4K -$1.49K -177 -4%
BC
217
Barrett & Company
Rhode Island
$37.9K +$36.6K +4,350 New
CBT
218
CoreFirst Bank & Trust
Kansas
$34.9K +$33.6K +4,000 New
BWL
219
Bogart Wealth LLC
Virginia
$34.5K
SWA
220
SOA Wealth Advisors
New York
$32.4K +$706 +84 +2%
US Bancorp
221
US Bancorp
Minnesota
$30.8K -$20.9K -2,489 -41%
HIA
222
Harbor Investment Advisory
Maryland
$29.2K
HGA
223
Hobbs Group Advisors
South Carolina
$25.4K
FMP
224
Financial Management Professionals
Texas
$25K
DWM
225
Darwin Wealth Management
Florida
$24.6K +$23.7K +2,822 New

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.