Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) is listed on the New York Stock Exchange, where it has traded since February 23, 2007.
- Listed On
- the New York Stock Exchange
- Listed Since
- February 23, 2007
- Market Cap
- $2.9B
About Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Eaton Vance Tax-Mgd Glbl Div Eq Inc is a diversified, closed-end management investment company. Its primary investment objective is to provide current income and gains. The secondary focus of the fund is capital appreciation. It invests in a diversified portfolio of domestic and foreign common stocks, emphasizing dividend-paying stocks. It writes call options on one or more U.S. and foreign indices for a portion of the value of its common stock portfolio to generate current cash flow from the options premium received. Its portfolio of investments consists of capital markets, banks, internet and direct marketing retail, biotechnology, media, oil, gas, consumable fuels, and other sectors.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 294 institutions reported holding EXG, with 65.4 million shares worth $640.8 million in aggregate. The largest reported holder was Morgan Stanley, with 23.5 million shares worth $230.4 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 23,489,771 | $230M | Added 0.01% |
| Invesco Ltd | 3,913,341 | $38M | Added 4.99% |
| Lpl Financial | 3,850,419 | $38M | Added 1.66% |
| Raymond James Financial | 2,815,014 | $28M | Added 26.72% |
| Bank of America | 2,706,507 | $27M | Added 0.72% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is EXG?
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) is listed on the New York Stock Exchange, where it has traded since February 23, 2007.
Who are the largest institutional holders of EXG?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EXG were Morgan Stanley, Invesco Ltd and Lpl Financial.
How many institutions own EXG?
294 institutions reported a position in EXG for the quarter ended June 30, 2026, worth $640.8 million in total.
Did institutions buy or sell EXG last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for EXG.
Every reported institutional holder, plus insider and congressional trades in EXG, on SentiSense.