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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

43 hedge funds and large institutions have $68M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

13% more funds holding

Funds holding: 3843 (+5)

10% more capital invested

Capital invested by funds: $61.9M → $68M (+$6.13M)

1.5% more ownership

Funds ownership: 14.94%16.44% (+1.5%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
26
Wealth Advisors of Tampa Bay
Florida
$329K +$326K +19,554 New
SWP
27
Stratos Wealth Partners
Ohio
$301K -$9.03K -541 -3%
RJT
28
Raymond James Trust
Florida
$241K
AG
29
Advisor Group
Arizona
$230K +$114K +6,809 +98%
ST
30
Spinnaker Trust
Maine
$215K -$5K -300 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$187K +$186K +11,154 New
LPL Financial
32
LPL Financial
California
$170K -$239K -14,305 -58%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$95K
MFW
34
Mosaic Family Wealth
Missouri
$59K
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$9.84K +590 +45%
BCI
36
Brinker Capital Investments
Pennsylvania
$21K
SWM
37
SeaCrest Wealth Management
New York
$13K +$12.5K +749 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$8K +$5.57K +334 +206%
ASN
39
Advisory Services Network
Georgia
$8K +$8.34K +500 New
THWM
40
Taylor Hoffman Wealth Management
Virginia
$8K +$8.34K +500 New
WCAMG
41
Woodard & Company Asset Management Group
North Carolina
$8K +$8.34K +500 New
SEI Investments
42
SEI Investments
Pennsylvania
$2K +$2.17K +130 New
LFA
43
Legacy Financial Advisors
Kentucky
$1K +$1.37K +82 New
DA
44
Doliver Advisors
Texas
-$263K -15,676 Closed
WAM
45
Wolverine Asset Management
Illinois
-$192K -11,502 Closed
NFG
46
Next Financial Group
Texas
-$63K -3,700 Closed

ETB Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2017, worth a combined $68M — up 9.9% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETB positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.23M. The largest seller was Wells Fargo, cutting an estimated $396K.

  • 43 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $68M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2017 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2017 was Cohen & Steers, an estimated $2.23M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2017 was Wells Fargo, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2017.