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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
GWP
201
Gen-Wealth Partners
Michigan
$63.5K
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$61.9K +$879 +105 +1%
HNB
203
Huntington National Bank
Ohio
$57.3K
BF
204
BOK Financial
Oklahoma
$56.2K +$13.8K +1,650 +31%
CT
205
Caldwell Trust
Florida
$54.9K
OIA
206
Optimum Investment Advisors
Illinois
$53.3K
SSB
207
Sandy Spring Bank
Maryland
$52.9K -$16.7K -2,000 -24%
MEG
208
Millstone Evans Group
Colorado
$52K
NSIM
209
North Star Investment Management
Illinois
$49.2K +$1.17K +140 +2%
PA
210
Parallel Advisors
California
$47.5K +$577 +69 +1%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$40.7K -$6.28K -750 -13%
BTD
212
BankPlus Trust Department
Mississippi
$40.7K
CCMW
213
Cypress Capital Management (Wyoming)
Wyoming
$40.7K
HWA
214
HHM Wealth Advisors
Tennessee
$39.3K +$837 +100 +2%
GWM
215
Geneos Wealth Management
Colorado
$37.6K +$19.7K +2,351 +104%
BC
216
Barrett & Company
Rhode Island
$35.4K +$36.4K +4,350 New
BWL
217
Bogart Wealth LLC
Virginia
$32.2K
SWA
218
SOA Wealth Advisors
New York
$31.7K +$761 +91 +2%
HFS
219
Hughes Financial Services
Virginia
$29.5K +$30.4K +3,630 New
HIA
220
Harbor Investment Advisory
Maryland
$27.3K
EB
221
Eastern Bank
Massachusetts
$26.1K +$26.8K +3,206 New
MCM
222
MAI Capital Management
Ohio
$25.6K -$4.94K -590 -16%
FMP
223
Financial Management Professionals
Texas
$23K
LI
224
LRI Investments
Florida
$22.3K
ACA
225
American Capital Advisory
Idaho
$21.6K

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.