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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
Morgan Stanley
1
Morgan Stanley
New York
$188M -$1.01M -120,809 -0.5%
Invesco
2
Invesco
Georgia
$35.4M -$464K -55,463 -1%
Bank of America
3
Bank of America
North Carolina
$21.6M +$259K +30,975 +1%
LPL Financial
4
LPL Financial
California
$21.6M +$14.9M +1,786,322 +207%
KIM
5
Karpus Investment Management
New York
$20.2M -$1.89M -225,964 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$18.2M +$208K +24,913 +1%
1CP
7
1607 Capital Partners
Virginia
$18M -$3.7M -442,558 -17%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$12.5M -$281K -33,555 -2%
AAM
9
Advisors Asset Management
Colorado
$11.5M -$310K -37,002 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.4M +$1.18M +140,504 +11%
Stifel Financial
11
Stifel Financial
Missouri
$10.7M +$1.1M +131,031 +11%
Wells Fargo
12
Wells Fargo
California
$10.7M +$445K +53,211 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.63M +$423K +50,531 +4%
GC
14
Guggenheim Capital
Illinois
$9.15M +$30.7K +3,665 +0.3%
FAM
15
Formidable Asset Management
Ohio
$8.32M -$235K -28,121 -3%
Cohen & Steers
16
Cohen & Steers
New York
$8.22M -$753K -90,000 -8%
Ameriprise
17
Ameriprise
Minnesota
$7.1M +$574K +68,656 +9%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.11M -$75.1K -8,974 -1%
UBS Group
19
UBS Group
Switzerland
$5.67M +$274K +32,750 +5%
SCA
20
Snowden Capital Advisors
New York
$5.59M +$33.2K +3,963 +0.6%
AA
21
AQR Arbitrage
Connecticut
$5.31M -$4.66M -557,203 -46%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.08M -$274K -32,693 -5%
PCG
23
Prosperity Consulting Group
Maryland
$4.92M +$160K +19,101 +3%
PCM
24
Penserra Capital Management
California
$4.78M +$195K +23,254 +4%
FWM
25
Focused Wealth Management
New York
$4.48M +$169K +20,155 +4%

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.