Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax-Managed Glob (EXG)

296 + Investors. Track Smart Money conviction in EXG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — EXG

Based on 292 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
292 hedge funds hold EXG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

135 buying97 selling
Last quarter: 135 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 25 → 48 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
177 out of 292 hedge funds have held EXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

14 → 33 → 25 → 48 → 37 new funds/Q
New funds entering each quarter: 33 → 25 → 48 → 37. A growing number of institutions are discovering EXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 292 holders: 178 (61%) are 2+ year veterans, 46 entered 1–2 years ago, and 68 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
22 of 292 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in EXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EXG

In 2026 Q1, 135 hedge funds were net buyers of EXG (37 opened a new position, 98 added to an existing one), while 97 reduced or exited (66 trimmed, 31 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 63% of total institutional value in EXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 292.

Hedge Fund Ownership: EXG

How many hedge funds hold EXG — quarterly history vs. share price
Quarterly hedge fund ownership of EXG vs. share price

Market Analysis: EXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EXG
296 + Investors

Track Smart Money conviction in EXG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 296 292 1.37%
13F Shares 68M 66M 2.32%
Total Value $629M $548M 14.68%
New Positions 38 37 +1
Increased Positions 97 98 -1
Closed Positions 34 31 +3
Reduced Positions 60 66 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EXG

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Institutional Holders (2026 Q2)

296 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fund Advisors of America Inc/FL 2.20% 247,613 $2.4M
2 SAM Advisors, LLC 1.45% 541,443 $5.3M
3 Formidable Asset Management, LLC 1.15% 834,092 $7.2M
4 S Harris Financial Group, LLC 0.93% 122,010 $1.2M
5 Morey & Quinn Wealth Partners, LLC 0.67% 106,205 $1.0M
6 Pointe Capital Management LLC 0.66% 150,408 $1.5M
7 Focused Wealth Management, Inc 0.51% 600,489 $5.9M
8 Commons Capital, LLC 0.41% 59,008 $579K
9 Post Resch Tallon Group Inc. 0.36% 53,606 $526K
10 PMG Family Office LLC 0.34% 37,093 $364K
11 Karpus Management, Inc. 0.33% 1,166,515 $11.4M
12 Northstar Advisory Group, LLC 0.32% 104,953 $1.0M
13 High Net Worth Advisory Group LLC 0.31% 150,690 $1.5M
14 Kmg Fiduciary Partners, LLC 0.30% 325,834 $3.2M
15 Advisory Advocates, LLC 0.29% 34,922 $343K
16 Prosperity Consulting Group, LLC 0.29% 774,470 $7.6M
17 Shaker Financial Services, LLC 0.27% 87,594 $859K
18 one8zero8, LLC 0.27% 137,650 $1.4M
19 David J Yvars Group 0.25% 55,071 $535K
20 Bearing Point Capital, LLC 0.24% 181,100 $1.8M
21 Closed-End Fund Advisors, Inc. 0.24% 25,022 $245K
22 Advisors Asset Management, Inc. 0.21% 1,394,695 $13.7M
23 Investmark Advisory Group LLC 0.20% 53,389 $524K
24 Kmt Wealth Management, LLC 0.19% 23,051 $226K
25 Marks Group Wealth Management, Inc 0.19% 219,290 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Tax-Managed Glob (EXG)

What does the Smart Money Trend signal show for EXG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXG?

Slight buying edge — 58% buying: Last quarter: 135 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXG holders?

Elite ownership — 63% AUM from top-100 funds: 22 of 292 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in EXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXG?

61% of holders stayed for 2+ years: 177 out of 292 hedge funds have held EXG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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