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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
Morgan Stanley
1
Morgan Stanley
New York
$204M +$1.86M +221,136 +1%
Invesco
2
Invesco
Georgia
$37.9M +$2.21M +262,398 +6%
1CP
3
1607 Capital Partners
Virginia
$24.4M +$1.17M +139,300 +5%
KIM
4
Karpus Investment Management
New York
$23.6M -$399K -47,501 -2%
Bank of America
5
Bank of America
North Carolina
$22.5M +$684K +81,367 +3%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$20.1M +$1.31M +156,301 +7%
AA
7
AQR Arbitrage
Connecticut
$14.7M -$578K -68,684 -4%
AAM
8
Advisors Asset Management
Colorado
$12.1M +$313K +37,215 +3%
Wells Fargo
9
Wells Fargo
California
$11.5M +$67.9K +8,077 +0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.1M +$881K +104,749 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.6M +$3.45M +410,180 +51%
Cohen & Steers
12
Cohen & Steers
New York
$10.2M -$336K -40,000 -3%
Stifel Financial
13
Stifel Financial
Missouri
$9.78M +$646K +76,821 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.7M -$252K -29,951 -3%
FAM
15
Formidable Asset Management
Ohio
$9.29M -$599K -71,242 -6%
RJA
16
Raymond James & Associates
Florida
$8.5M +$3.68K +438 +0%
Ameriprise
17
Ameriprise
Minnesota
$7.12M +$239K +28,424 +4%
LPL Financial
18
LPL Financial
California
$7.02M +$405K +48,127 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.79M +$2.41M +286,319 +58%
CA
20
Cornerstone Advisors
North Carolina
$6.78M -$18.3M -2,171,992 -74%
UBS Group
21
UBS Group
Switzerland
$6.07M -$530K -63,045 -8%
SCA
22
Snowden Capital Advisors
New York
$5.95M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.32M +$82.5K +9,806 +2%
GC
24
Guggenheim Capital
Illinois
$5.32M +$405K +48,102 +9%
PCM
25
Penserra Capital Management
California
$4.59M +$4.43M +526,403 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.