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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
Morgan Stanley
1
Morgan Stanley
New York
$195M +$4.65M +566,821 +3%
Invesco
2
Invesco
Georgia
$34.5M -$405K -49,434 -1%
CA
3
Cornerstone Advisors
North Carolina
$24.9M +$1.93M +235,065 +9%
KIM
4
Karpus Investment Management
New York
$23.3M -$215K -26,265 -0.9%
1CP
5
1607 Capital Partners
Virginia
$22.5M +$1.69M +206,136 +8%
Bank of America
6
Bank of America
North Carolina
$21.2M -$25.5K -3,114 -0.1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$18.1M -$134K -16,318 -0.8%
AA
8
AQR Arbitrage
Connecticut
$15M +$971K +118,466 +7%
AAM
9
Advisors Asset Management
Colorado
$11.4M +$727K +88,732 +7%
Wells Fargo
10
Wells Fargo
California
$11.1M -$225K -27,400 -2%
Cohen & Steers
11
Cohen & Steers
New York
$10.2M +$574K +70,000 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.86M +$686K +83,713 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.66M +$143K +17,469 +2%
FAM
14
Formidable Asset Management
Ohio
$9.61M -$433K -52,761 -4%
Stifel Financial
15
Stifel Financial
Missouri
$8.83M +$1.08M +131,134 +14%
RJA
16
Raymond James & Associates
Florida
$8.23M -$1.41M -171,644 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.85M +$1.53M +186,568 +30%
Ameriprise
18
Ameriprise
Minnesota
$6.66M +$397K +48,441 +7%
UBS Group
19
UBS Group
Switzerland
$6.41M +$12.1K +1,482 +0.2%
LPL Financial
20
LPL Financial
California
$6.4M -$56K -6,833 -0.9%
SCA
21
Snowden Capital Advisors
New York
$5.77M
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.07M +$165K +20,122 +3%
GC
23
Guggenheim Capital
Illinois
$4.75M -$398K -48,503 -8%
AAS
24
Avantax Advisory Services
Texas
$4.18M +$110K +13,428 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.17M -$9.85K -1,202 -0.2%

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.