Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX-MANAGED GLOB (EXG)

291 + 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
↑ +7
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 buying96 selling
Last quarter: 135 funds bought or added vs 96 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: 32 → 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 → 32 → 25 → 48 → 37 new funds/Q
New funds entering each quarter: 32 → 25 → 48 → 37. A growing number of institutions are discovering EXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Of 292 current holders: 178 (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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
22 of 292 holders are among the 100 largest funds by AUM, controlling 61% 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 96 reduced or exited (66 trimmed, 30 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in EXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 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

-- --

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

Is It Too Late to Buy EATON VANCE TAX-MANAGED GLOB (EXG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EXG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
EXG
+13.1%
XLF
+5.8%

EXG outperformed XLF by +7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
EXG
-1.0%
XLF
+2.2%

Since the filing became public, EXG outperformed XLF by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EXG
291 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 291 285 2.11%
13F Shares 66M 66M 0.56%
Total Value $548M $626M -12.39%
New Positions 36 48 -12
Increased Positions 98 91 +7
Closed Positions 30 24 +6
Reduced Positions 66 60 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EXG

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

291 + 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 institutional holders of EXG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fund Advisors of America Inc/FL 2.17% 246,874 $2.1M
2 SAM Advisors, LLC 1.42% 522,543 $4.5M
3 Formidable Asset Management, LLC 1.24% 843,399 $8.0M
4 S Harris Financial Group, LLC 0.95% 120,785 $1.0M
5 Pointe Capital Management LLC 0.72% 168,107 $1.5M
6 Morey & Quinn Wealth Partners, LLC 0.69% 111,505 $966K
7 Shaker Financial Services, LLC 0.63% 207,960 $1.8M
8 Focused Wealth Management, Inc 0.54% 598,534 $5.2M
9 COMMONS CAPITAL, LLC 0.39% 53,537 $464K
10 PMG Family Office LLC 0.35% 35,734 $309K
11 Northstar Advisory Group, LLC 0.34% 105,086 $910K
12 Karpus Management, Inc. 0.32% 1,178,492 $10.2M
13 High Net Worth Advisory Group LLC 0.31% 151,790 $1.3M
14 David J Yvars Group 0.30% 62,931 $533K
15 Prosperity Consulting Group, LLC 0.29% 741,744 $6.4M
16 Post Resch Tallon Group Inc. 0.28% 39,372 $346K
17 Advisory Advocates, LLC 0.27% 28,922 $276K
18 one8zero8, LLC 0.27% 139,150 $1.2M
19 KMG FIDUCIARY PARTNERS, LLC 0.23% 364,289 $3.2M
20 Closed-End Fund Advisors, Inc. 0.21% 23,946 $207K
21 DECISION INVESTMENTS, INC 0.20% 19,864 $172K
22 Investmark Advisory Group LLC 0.20% 52,737 $457K
23 Advisors Asset Management, Inc. 0.19% 1,328,786 $11.5M
24 Marks Group Wealth Management, Inc 0.18% 219,290 $1.9M
25 Semus Wealth Partners LLC 0.18% 36,941 $320K
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 96 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 — 61% AUM from top-100 funds: 22 of 292 holders are among the 100 largest funds by AUM, controlling 61% 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.

Is it too late to buy EATON VANCE TAX-MANAGED GLOB (EXG) following the 2026 Q1 hedge fund 13F filings?

As of today, EXG has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), EXG has gained +13.1% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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