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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

52 hedge funds and large institutions have $77.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $69M → $77.9M (+$8.9M)

11% more funds holding

Funds holding: 47 → 52 (+5)

1.46% more ownership

Funds ownership: 16.57% → 18.02% (+1.5%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.56M
2
UBS Group
UBS Group
Switzerland
+$700K
3
GC
Guggenheim Capital
Illinois
+$649K
4
Morgan Stanley
Morgan Stanley
New York
+$513K
5
Ameriprise
Ameriprise
Minnesota
+$442K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$181K
2
Bank of America
Bank of America
North Carolina
-$138K
3
IA
IFP Advisors
Florida
-$75.1K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$63.9K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$63.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
26
King Wealth Management Group
Florida
$361K -$11.4K -686 -3%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$358K -$63.9K -3,852 -15%
WAOTB
28
Wealth Advisors of Tampa Bay
Florida
$326K – – –
LPL Financial
29
LPL Financial
California
$322K -$9.39K -566 -3%
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$319K +$962 +58 +0.3%
RJT
31
Raymond James Trust
Florida
$273K -$514 -31 -0.2%
AG
32
Advisor Group
Arizona
$260K +$50.5K +3,045 +24%
ST
33
Spinnaker Trust
Maine
$214K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$210K +$209K +12,608 New
APP
35
Avantax Planning Partners
Iowa
$105K +$105K +6,305 New
CAL
36
Capital Analysts LLC
Pennsylvania
$68K -$8.29K -500 -11%
IF
37
Ironwood Financial
Arizona
$60K +$59.7K +3,600 New
CFGS
38
Concourse Financial Group Securities
Alabama
$58K +$58.1K +3,500 New
MFW
39
Mosaic Family Wealth
Missouri
$54K – – –
NFG
40
Next Financial Group
Texas
$42K +$41.5K +2,500 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$28K +$28.2K +1,702 New
BCI
42
Brinker Capital Investments
Pennsylvania
$21K – – –
BWP
43
Baldwin Wealth Partners
Massachusetts
$15K – – –
SWM
44
SeaCrest Wealth Management
New York
$13K +$83 +5 +0.7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$13K +$12.8K +771 New
CFA
46
Camarda Financial Advisors
Florida
$12K +$11.5K +695 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.32K – – –
ASN
48
Advisory Services Network
Georgia
$8K – – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
WCAMG
50
Woodard & Company Asset Management Group
North Carolina
$8K +$8.29K +500 New
1
2
3

ETB Hedge Fund Activity: Q3 2018 in Review

52 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q3 2018, worth a combined $77.9M — up 13% from $69M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETB positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.56M. The largest seller was MML Investors Services, exiting entirely with an estimated $181K sold.

  • 52 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q3 2018, up from 47 in Q2 2018.
  • Funds reported $77.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q3 2018, up 13% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q3 2018 was Royal Bank of Canada, an estimated $2.56M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q3 2018 was MML Investors Services, an estimated $181K sold.

Based on aggregated 13F filings for Q3 2018.