Who Owns EXG?
Eaton Vance Tax-Managed Global Diversified Equity Income Fund — Institutional Ownership & 13F Holdings
$9.41
+0.17 (+1.78%)
Market Cap
$2.9B
Shares Outstanding
305,936,026
Institutional Holders
133
Total Inst. Value
$349.7M
% of Float Held
—
QoQ Holder Change
+45
Institutional data as of Q1 2025
New Positions
29
Closed Positions
12
Increased
44
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $58.2M | 2,500 |
| 2 | MORGAN STANLEY | $21.8M | 937,933 |
| 3 | UBS Group AG | $21.5M | 925,304 |
| 4 | BANK OF AMERICA CORP /DE/ | $21.2M | 909,904 |
| 5 | McGowan Group Asset Management, Inc. | $19.3M | 829,188 |
| 6 | RAYMOND JAMES FINANCIAL INC | $16.5M | 707,832 |
| 7 | Joel Isaacson & Co., LLC | $15.9M | 683,265 |
| 8 | WELLS FARGO & COMPANY/MN | $15.9M | 682,393 |
| 9 | Karpus Management, Inc. | $14.8M | 635,312 |
| 10 | 1607 Capital Partners, LLC | $12.8M | 551,772 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +3K | $58.2M |
| MORGAN STANLEY | +62K | $21.8M |
| BANK OF AMERICA CORP /DE/ | +29K | $21.2M |
| RAYMOND JAMES FINANCIAL INC | +32K | $16.5M |
| WELLS FARGO & COMPANY/MN | +38K | $15.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cornerstone Advisors, LLC | -242K | $6.7M |
| COHEN & STEERS, INC. | -165K | $5.1M |
| AQR Arbitrage LLC | -70K | $4.4M |
| UBS Group AG | -59K | $21.5M |
| 1607 Capital Partners, LLC | -35K | $12.8M |
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Frequently Asked Questions
How many institutional investors hold EXG?
As of Q1 2025, 133 institutional investors report holding EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) in their 13F filings.
Which hedge fund owns the most EXG?
The largest institutional holder of EXG is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $58.2M in shares.
Are institutions buying or selling EXG?
This quarter, 29 institutions opened new positions in EXG and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.