Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX-MANAGED GLOB (EXG)

269 + 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
↑ +24
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — EXG

Based on 269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
269 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EXG is almost the same as a year ago (+9 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

131 buying80 selling
Last quarter: 131 funds were net buyers (46 opened a brand new position + 85 added to an existing one). Only 80 were sellers (58 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new EXG position: 13 → 26 → 24 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
164 out of 269 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.
🚀

Acceleration phase — new buyers rushing in

41 → 13 → 26 → 24 → 46 new funds/Q
New funds entering each quarter: 13 → 26 → 24 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 269 current holders: 164 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
15 of 269 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EXG
2026 Q1 Stats Unlock in 11 days 269 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 269 245 9.8%
13F Shares 66M 67M -2.01%
Total Value $624M $608M 2.58%
New Positions 46 24 +22
Increased Positions 85 84 +1
Closed Positions 22 33 -11
Reduced Positions 58 53 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EXG

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

269 + investors

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

Top 25 institutional holders of EXG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAM Advisors, LLC 1.42% 522,543 $4.5M
2 Formidable Asset Management, LLC 1.24% 843,399 $8.0M
3 S Harris Financial Group, LLC 0.95% 120,785 $1.0M
4 Morey & Quinn Wealth Partners, LLC 0.69% 111,505 $966K
5 Focused Wealth Management, Inc 0.54% 598,534 $5.2M
6 COMMONS CAPITAL, LLC 0.39% 53,537 $464K
7 PMG Family Office LLC 0.35% 35,734 $309K
8 Northstar Advisory Group, LLC 0.34% 105,086 $910K
9 High Net Worth Advisory Group LLC 0.31% 151,790 $1.3M
10 David J Yvars Group 0.30% 62,931 $533K
11 Prosperity Consulting Group, LLC 0.29% 741,744 $6.4M
12 Post Resch Tallon Group Inc. 0.28% 39,372 $346K
13 Advisory Advocates, LLC 0.27% 28,922 $276K
14 one8zero8, LLC 0.27% 139,150 $1.2M
15 KMG FIDUCIARY PARTNERS, LLC 0.23% 364,289 $3.2M
16 DECISION INVESTMENTS, INC 0.20% 19,864 $172K
17 Marks Group Wealth Management, Inc 0.18% 219,290 $1.9M
18 Semus Wealth Partners LLC 0.18% 36,941 $320K
19 WEALTH EFFECTS LLC 0.15% 47,972 $415K
20 Diligent Investors, LLC 0.13% 62,244 $539K
21 BEARING POINT CAPITAL, LLC 0.13% 95,600 $828K
22 CoreCap Advisors, LLC 0.12% 414,184 $3.6M
23 Mendel Capital Management LLC 0.12% 26,700 $231K
24 Sunpointe, LLC 0.11% 40,450 $350K
25 Successful Portfolios LLC 0.11% 24,794 $207K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 62% buying: Last quarter: 131 funds were net buyers (46 opened a brand new position + 85 added to an existing one). Only 80 were sellers (58 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EXG holders?

Elite ownership — 60% AUM from top-100 funds: 15 of 269 holders are among the 100 largest funds by AUM, controlling 60% 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: 164 out of 269 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.