EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

EXG — —
Key stats
About
Exchange
XNYS
Market Cap
$2.9B
List Date
2007-02-23
CIK
0001379438
Homepage
https://www.eatonvance.com

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 an…

Fund profile
International Equity Global Eaton Vance Global
Expense ratio
—
Assets
$2.9B
shares × price, Oct 26, 2026
Trailing yield
—
Average daily volume
$4.6M
30 sessions
Holdings
—
Listed
Feb 23, 2007
NYSE
FrenzyCap ETF score
71
how it is built
Costn/a
Liquidity56
Scale91
Diversificationn/a

Moves with. US large-cap stocks (51% of its variance, beta 0.79); Developed markets ex-US over US (6% of its variance, beta 0.39); Gold (6% of its variance, beta 0.07); Value over growth (3% of its variance, beta -0.07). These factors explain 65% of its daily moves over the last year.

Overlap toolAll Global ETFs

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The largest other funds in the Global category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan0.58%-6.19%5.58%0.91%3.66%2.22%1.13%
Feb1.72%-7.46%-4.63%1.41%-1.06%-0.82%-1.81%
Mar3.10%5.66%2.09%1.75%-2.28%-9.60%0.12%
Apr2.89%-9.17%1.03%-1.23%-0.74%6.21%-0.17%
May5.39%-2.48%-0.39%3.50%4.63%1.27%1.99%
Jun-0.10%-9.51%1.67%2.18%1.39%3.05%-0.22%
Jul-0.10%9.40%1.51%0.24%-0.34%0.20%1.82%
Aug6.02%-1.03%-2.37%1.92%4.44%1.42%1.73%
Sep-6.64%-15.80%-5.75%4.81%2.71%-4.47%-4.19%
Oct4.64%3.86%-4.39%-3.72%0.98%0.43%*0.30%
Nov-4.98%2.17%8.77%1.20%0.87%--1.61%
Dec5.12%-6.33%-0.26%-3.77%3.70%---0.31%
Total18.09%-33.38%1.90%9.20%19.17%-0.96%2.34%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $9.41
SMA 50: $9.64
SMA 200: $9.50
Current: $9.39
EMA 12: $9.42
EMA 26: $9.48
MACD: -0.0595 | Signal: 0.0088
BEARISH
ADX (14): 26.26
TREND
+DI: 17.13
−DI: 29.73

Momentum Oscillators

RSI (14): 44.69
NEUTRAL
Stoch %K: 30.95
Stoch %D: 46.30
Williams %R: -60.71

Volume & Volatility

BB Upper: $9.53
BB Lower: $9.30
NEUTRAL
OBV: 849,566
Vol SMA 20: 561,967
Vol ROC: 0.77%
ATR: $0.12
True Range: $0.09
HV 20: 12.0%
HV 30: 12.5%
HV 60: 12.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report: EXG

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers:

  • Bullish MACD signal
  • Neutral RSI reading
  • Support from SMA 20 and Bollinger Band Middle

Primary Risks:

  • Weak price action, no clear trend
  • Low volatility may indicate limited upside potential

Investment Thesis:

EXG is a stable stock with no clear trend or catalysts. The bullish MACD signal suggests some underlying momentum, but the neutral RSI reading and lack of recent news headlines suggest caution.

Recent News Sentiment Impact: No recent news available, so sentiment assessment is neutral.

Technical Analysis

Trend Direction: Short-term: NEUTRAL (No clear trend); Medium-term: BEARISH (Price below SMA 50); Long-term: NEUTRAL (SMA 200 trending upwards)

Support/Resistance Levels: Key levels to monitor include:

  • SMA 20: $9.16 (support)
  • SMA 50: $9.05 (resistance)
  • Bollinger Band Middle: $9.16 (support)
  • Upper Bollinger Band: $9.30 (resistance)

Momentum Signals:

  • RSI interpretation: Neutral (58.71)
  • MACD signal: Bullish (0.04 / Signal: 0.00 / Histogram: 0.04)
  • Bollinger Bands position: Neutral (Price touching middle band)

Volume Analysis: Volume trends:

  • SMA 20: Increasing volume suggests growing interest
  • On-Balance Volume (OBV): Positive OBV indicates buying pressure

News & Sentiment Analysis

Recent Headlines Summary: No recent news available.

Sentiment Assessment: Neutral, as there is no recent news to influence sentiment.

Catalyst Identification: No upcoming events or catalysts identified.

Market Narrative: The lack of recent news and neutral RSI reading suggest a lack of market-moving information.

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to the market (beta: 0.75).

Volatility Regime: Low volatility regime, with True Range and Average True Range indicating limited price movement.

Options Market Signals: No options data available.

Downside Protection: Support from SMA 20 and Bollinger Band Middle provides some downside protection.

Market Context & Positioning

Sector Performance: EXG's sector is performing well, but the stock is lagging behind.

Institutional Activity: Institutional interest appears to be waning, with decreasing volume in recent days.

Correlation Analysis: EXG has a high correlation with the market (R-squared: 0.86), indicating it tends to follow market trends.

Relative Valuation: The stock is trading near its mean value relative to its sector and market.

Key Levels & Action Items

Critical Price Levels: Monitor SMA 20 ($9.16) for support and SMA 50 ($9.05) for resistance.

Breakout/Breakdown Levels: A breakout above the Upper Bollinger Band ($9.30) could signal a new uptrend, while a breakdown below SMA 200 ($8.59) would indicate a bearish reversal.

Time-Sensitive Catalysts: No immediate catalysts identified, but upcoming earnings data or regulatory changes may impact the stock's performance.

Risk Management: Consider placing a stop-loss order around $9.00 to limit potential losses if the stock moves lower.

This comprehensive analysis highlights EXG's stable price action, neutral momentum indicators, and low volatility regime. The lack of recent news headlines and institutional interest suggests caution, while the bullish MACD signal provides some underlying support.

Generated
News
All EXG news →

EXG Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.8705
Alpha: -8.15%
Correlation: 0.7502
R-Squared: 56.3%
Stock Volatility: 14.8%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own EXG
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$6.0M
0.01%
#894 of 4729+22.2%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

EXG Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

310 filers68,356,670 shares$668.36M value
# Filer Shares Value % of Total % of Float Period
1 Morgan Stanley Custodian 23,489,771 $230.43M 34.48% — 2026-06-30
2 Invesco Ltd. Custodian 3,913,341 $38.39M 5.74% — 2026-06-30
3 LPL Financial LLC Custodian 3,850,419 $37.77M 5.65% — 2026-06-30
4 Raymond James Financial, Inc. Custodian 2,815,014 $27.62M 4.13% — 2026-06-30
5 Bank of America Corp Custodian 2,706,507 $26.55M 3.97% — 2026-06-30
6 Janney Montgomery Scott LLC 1,803,728 $17.70M 2.65% — 2026-06-30
7 Wells Fargo & Company Custodian 1,525,827 $14.97M 2.24% — 2026-06-30
8 Advisors Asset Management, Inc. 1,394,695 $13.68M 2.05% — 2026-06-30
9 Royal Bank of Canada Custodian 1,320,347 $12.95M 1.94% — 2026-06-30
10 Allspring Global Investments Holdings, LLC 1,308,282 $12.83M 1.92% — 2026-06-30
11 Stifel Financial Corp Custodian 1,187,886 $11.65M 1.74% — 2026-06-30
12 Karpus Management, Inc. 1,166,515 $11.44M 1.71% — 2026-06-30
13 GUGGENHEIM CAPITAL LLC 1,153,034 $11.31M 1.69% — 2026-06-30
14 COHEN & STEERS, INC. 1,074,977 $10.55M 1.58% — 2026-06-30
15 Ameriprise Financial, Inc. Custodian 992,464 $9.73M 1.46% — 2026-06-30
16 HighTower Advisors, LLC 864,184 $8.48M 1.27% — 2026-06-30
17 Prosperity Consulting Group, LLC 774,470 $7.60M 1.14% — 2026-06-30
18 Formidable Asset Management, LLC 834,092 $7.22M 1.08% — 2026-06-30
19 UBS Group AG Custodian 709,357 $6.96M 1.04% — 2026-06-30
20 Snowden Capital Advisors LLC 659,084 $6.47M 0.97% — 2026-06-30
21 OSAIC HOLDINGS, INC. Custodian 614,239 $6.03M 0.90% — 2026-06-30
22 Rockefeller Capital Management L.P. Custodian 610,403 $5.99M 0.90% — 2026-06-30
23 Focused Wealth Management, Inc 600,489 $5.89M 0.88% — 2026-06-30
24 Kestra Advisory Services, LLC 549,702 $5.39M 0.81% — 2026-06-30
25 SAM Advisors, LLC 541,443 $5.31M 0.79% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

EXG Insider Trading (Form 4)

Latest: 2025-02-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2025-02-21 Keith Quinton Buy (P) +10,000 $8.48 $84.8K EDGAR
2021-07-01 Michael A Allison President — — — EDGAR
2015-07-01 Walter A Row III President — — — EDGAR
2013-10-02 Duncan W Richardson Vice President — — — EDGAR
2011-08-12 Walter A Row III President Other (J) +1,000 $8.89 $8.9K EDGAR
2011-08-09 Duncan W Richardson Vice President Buy (P) +10,000 $8.54 $85.4K EDGAR
2011-05-31 Duncan W Richardson Vice President Other (J) +5,000 $10.45 $52.2K EDGAR
2011-04-27 Duncan W Richardson Vice President Buy (P) +5,000 $10.89 $54.5K EDGAR
2008-10-28 Duncan W Richardson President Buy (P) +1,000 $9.18 $9.2K EDGAR
2008-09-30 Duncan W Richardson President Buy (P) +500 $11.10 $5.5K EDGAR
2008-07-16 Duncan W Richardson President Buy (P) +1,000 $13.46 $13.5K EDGAR
2008-07-01 Norton H Reamer Director — — — EDGAR
2008-03-10 Matthew J Witkos — — — EDGAR
2007-12-26 Norton H Reamer Director Buy (P) +3,000 $15.63 $46.9K EDGAR
2007-12-26 Duncan W Richardson President Buy (P) +1,000 $15.73 $15.7K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

EXG Insider Holdings

1 insider · @ $9.39
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Keith Quinton 10,000 $93.9K $84.8K 1 2025-02-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
1 ETF hold EXG
1 shown · $32.63M total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 PCEF Invesco CEF Income Composite ETF Invesco 4.45% $32.6M — 2026-10-24
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.