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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
MAS
201
MPWM Advisory Solutions
Georgia
$81.7K +$84.5K +10,000 New
HI
202
Harbour Investments
Wisconsin
$81.3K +$5.9K +699 +8%
HHGA
203
Halbert Hargrove Global Advisors
California
$80.9K +$83.6K +9,900 New
WSFS
204
Wilmington Savings Fund Society
Delaware
$73.5K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$70.4K +$870 +103 +1%
SSB
206
Sandy Spring Bank
Maryland
$69.4K
SWM
207
Spire Wealth Management
Virginia
$69.1K +$1.24K +147 +2%
PP
208
PFS Partners
New Jersey
$67.1K +$1.61K +191 +2%
AWM
209
Activest Wealth Management
Florida
$66.7K
SPF
210
South Plains Financial
Texas
$65.9K +$68.1K +8,067 New
GWP
211
Gen-Wealth Partners
Michigan
$63.7K
Citigroup
212
Citigroup
New York
$59.1K -$13.5K -1,599 -18%
HNB
213
Huntington National Bank
Ohio
$57.5K
CT
214
Caldwell Trust
Florida
$55.1K
OIA
215
Optimum Investment Advisors
Illinois
$53.5K
MEG
216
Millstone Evans Group
Colorado
$52.2K +$54K +6,390 New
NSIM
217
North Star Investment Management
Illinois
$48.2K +$1.17K +138 +2%
PA
218
Parallel Advisors
California
$47.1K +$574 +68 +1%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$47K
BF
220
BOK Financial
Oklahoma
$42.9K
CCMW
221
Cypress Capital Management (Wyoming)
Wyoming
$40.9K
BTD
222
BankPlus Trust Department
Mississippi
$40.9K +$42.2K +5,000 New
HWA
223
HHM Wealth Advisors
Tennessee
$38.6K +$836 +99 +2%
RCM
224
Raleigh Capital Management
North Carolina
$37.7K
AWM
225
Avior Wealth Management
Nebraska
$37K

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.