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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

43 hedge funds and large institutions have $65.2M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

0.46% more ownership

Funds ownership: 16.44%16.9% (+0.46%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $68M → $65.2M (-$2.8M)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$264K -$244K -14,962 -47%
SWP
27
Stratos Wealth Partners
Ohio
$264K -$16.9K -1,034 -6%
RJT
28
Raymond James Trust
Florida
$256K +$33K +2,020 +14%
LPL Financial
29
LPL Financial
California
$225K +$70.2K +4,301 +42%
AG
30
Advisor Group
Arizona
$219K +$4.87K +298 +2%
ST
31
Spinnaker Trust
Maine
$201K
MML Investors Services
32
MML Investors Services
Massachusetts
$175K +$653 +40 +0.4%
CAL
33
Capital Analysts LLC
Pennsylvania
$162K +$169K +10,362 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$90K +$2.45K +150 +3%
MFW
35
Mosaic Family Wealth
Missouri
$55K
IIC
36
Integrated Investment Consultants
Michigan
$45K +$47.5K +2,910 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K
BCI
38
Brinker Capital Investments
Pennsylvania
$19K
SWM
39
SeaCrest Wealth Management
New York
$12K +$98 +6 +0.8%
ASN
40
Advisory Services Network
Georgia
$8K
THWM
41
Taylor Hoffman Wealth Management
Virginia
$8K
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$8K
LFA
43
Legacy Financial Advisors
Kentucky
$1K
CA
44
Cetera Advisors
Colorado
-$1.52M -90,831 Closed
WCAMG
45
Woodard & Company Asset Management Group
North Carolina
-$8K -500 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$2K -130 Closed

ETB Hedge Fund Activity: Q1 2018 in Review

43 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2018, worth a combined $65.2M — down 4.1% from $68M a quarter earlier.

Fund positioning in ETB was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 20 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $1.12M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.52M sold.

  • 43 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $65.2M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2018, down 4.1% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2018 was UBS Group, an estimated $1.12M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2018 was Cetera Advisors, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2018.