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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

39 hedge funds and large institutions have $62.6M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $55.2M → $62.6M (+$7.38M)

2.22% more ownership

Funds ownership: 14.02% → 16.24% (+2.2%)

5% less funds holding

Funds holding: 41 → 39 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
21
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.1M
2
GC
Guggenheim Capital
Illinois
+$544K
3
U
UBS
Switzerland
+$501K
4
Wells Fargo
Wells Fargo
California
+$274K
5
WS
Wedbush Securities
California
+$144K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.21M
2
AAM
Advisors Asset Management
Colorado
-$1.22M
3
Morgan Stanley
Morgan Stanley
New York
-$724K
4
BRWA
B. Riley Wealth Advisors
Florida
-$54.7K
5
CIA
Capital Investment Advisors
Georgia
-$35.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$49K +$33.9K +2,122 +212%
TWA
27
TCI Wealth Advisors
Arizona
$47K – – –
FAM
28
Formidable Asset Management
Ohio
$39K -$799 -50 -2%
NFG
29
Next Financial Group
Texas
$35K -$16K -1,000 -31%
ST
30
Somerset Trust
Pennsylvania
$28K – – –
DADC
31
D.A. Davidson & Co
Montana
$23K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$20K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$10K +$192 +12 +2%
MFS
34
MSI Financial Services
Massachusetts
$8K -$30.7K -1,922 -80%
M
35
MOTCO
Texas
$5K – – –
GGPS
36
Gary Goldberg Planning Services
New York
$5K +$5.45K +341 New
GSC
37
Ground Swell Capital
South Carolina
$4K -$6.31K -395 -64%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$2K +$16 +1 +0.7%
AAM
40
Advisors Asset Management
Colorado
– -$1.22M -76,493 Closed
BRWA
41
B. Riley Wealth Advisors
Florida
– -$54.7K -3,425 Closed
W
42
Wealthfront
California
– -$1K -55 Closed
1
2

ETB Hedge Fund Activity: Q3 2014 in Review

39 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2014, worth a combined $62.6M — up 13% from $55.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ETB and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $2.21M.

  • 39 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2014, down from 41 in Q2 2014.
  • Funds reported $62.6M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2014, up 13% quarter-over-quarter.
  • 1 fund opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2014 and 3 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $11.1M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2014 was Bank of America, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2014.