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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
Morgan Stanley
1
Morgan Stanley
New York
$190M -$1.17M -137,992 -0.6%
Invesco
2
Invesco
Georgia
$35.9M +$424K +50,151 +1%
KIM
3
Karpus Investment Management
New York
$22.2M +$5.22K +618 +0%
1CP
4
1607 Capital Partners
Virginia
$21.7M -$1.26M -149,078 -5%
Bank of America
5
Bank of America
North Carolina
$21.5M +$335K +39,700 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$18.1M +$18.7M +2,213,111 New
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$12.8M -$6.17M -730,500 -32%
AAM
8
Advisors Asset Management
Colorado
$11.9M +$557K +65,901 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.3M +$377K +44,649 +4%
Wells Fargo
10
Wells Fargo
California
$10.3M -$548K -64,904 -5%
AA
11
AQR Arbitrage
Connecticut
$9.96M -$4.12M -487,357 -29%
Stifel Financial
12
Stifel Financial
Missouri
$9.7M +$555K +65,726 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.25M +$163K +19,323 +2%
GC
14
Guggenheim Capital
Illinois
$9.16M +$4.32M +511,102 +84%
Cohen & Steers
15
Cohen & Steers
New York
$8.98M -$574K -68,000 -6%
FAM
16
Formidable Asset Management
Ohio
$8.58M -$130K -15,419 -1%
LPL Financial
17
LPL Financial
California
$7.05M +$481K +56,964 +7%
Ameriprise
18
Ameriprise
Minnesota
$6.57M -$107K -12,639 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.2M -$168K -19,891 -3%
SCA
20
Snowden Capital Advisors
New York
$5.58M
UBS Group
21
UBS Group
Switzerland
$5.42M -$273K -32,301 -5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.37M +$393K +46,549 +8%
PCG
23
Prosperity Consulting Group
Maryland
$4.78M +$744K +88,138 +18%
PCM
24
Penserra Capital Management
California
$4.61M +$321K +38,016 +7%
FWM
25
Focused Wealth Management
New York
$4.33M +$529K +62,658 +13%

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.