We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

44 hedge funds and large institutions have $61.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $52.8M → $61.9M (+$9.15M)

10% more funds holding

Funds holding: 4044 (+4)

1.06% more ownership

Funds ownership: 14.18%15.24% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
20
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$179K +$7.6K +471 +5%
CT
27
Cambridge Trust
Massachusetts
$169K
Deutsche Bank
28
Deutsche Bank
Germany
$151K
KTC
29
Kistler-Tiffany Companies
Pennsylvania
$148K +$121K +7,493 +535%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$106K +$355 +22 +0.3%
RBC
31
Roble Belko & Company
Pennsylvania
$105K -$4.92K -305 -5%
DADC
32
D.A. Davidson & Co
Montana
$75K
MFW
33
Mosaic Family Wealth
Missouri
$72K +$69.9K +4,334 New
NFG
34
Next Financial Group
Texas
$56K +$38.7K +2,400 +244%
FAM
35
Formidable Asset Management
Ohio
$53K +$13.7K +850 +35%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$41K -$75.4K -4,675 -66%
BCI
37
Brinker Capital Investments
Pennsylvania
$21K
AWMS
38
Advocacy Wealth Management Services
Georgia
$12K +$11.9K +736 New
WP
39
WealthPLAN Partners
Nebraska
$10K +$9.68K +600 New
IWMPD
40
Integrated Wealth Management (Palm Desert)
California
$10K
WA
41
WFG Advisors
Texas
$10K
M
42
MOTCO
Texas
$6K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$2K
AIA
44
Allegis Investment Advisors
Idaho
$2K +$2.02K +125 New
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
-$1.12M -73,247 Closed
M&T Bank
46
M&T Bank
New York
-$161K -10,502 Closed

ETB Hedge Fund Activity: Q4 2015 in Review

44 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2015, worth a combined $61.9M — up 17% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETB positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.25M. The largest seller was Bank of America, cutting an estimated $4.33M.

  • 44 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2015, up from 40 in Q3 2015.
  • Funds reported $61.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2015, up 17% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2015 and 2 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2015 was LPL Financial, an estimated $3.25M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2015 was Bank of America, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2015.