We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

56 hedge funds and large institutions have $66.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 5256 (+4)

0.55% more ownership

Funds ownership: 18.02%18.57% (+0.55%)

15% less capital invested

Capital invested by funds: $77.9M → $66.3M (-$11.6M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
26
Kistler-Tiffany Companies
Pennsylvania
$408K -$103K -6,849 -18%
SWP
27
Stratos Wealth Partners
Ohio
$390K +$14.5K +965 +3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$366K -$27.5K -1,825 -6%
JCM
29
Jacobi Capital Management
Pennsylvania
$317K +$3.93K +261 +1%
KWMG
30
King Wealth Management Group
Florida
$291K -$1.32K -88 -0.4%
LPL Financial
31
LPL Financial
California
$285K +$28.1K +1,866 +10%
AG
32
Advisor Group
Arizona
$274K +$71.5K +4,746 +30%
WAOTB
33
Wealth Advisors of Tampa Bay
Florida
$263K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$236K -$171K -11,326 -39%
RJT
35
Raymond James Trust
Florida
$219K -$1.94K -129 -0.8%
TC
36
TownSquare Capital
Utah
$204K +$208K +13,800 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$191K -$110K -7,327 -34%
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$177K -$90.1K -5,982 -31%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$152K -$19.4K -1,285 -10%
CAL
40
Capital Analysts LLC
Pennsylvania
$48K -$7.76K -515 -13%
IF
41
Ironwood Financial
Arizona
$48K
CFGS
42
Concourse Financial Group Securities
Alabama
$47K
MFW
43
Mosaic Family Wealth
Missouri
$47K
PA
44
Parallel Advisors
California
$43K +$49.2K +3,269 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$41K -$1.31M -86,992 -97%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$23K
PB
47
Pinnacle Bancorp
Nebraska
$22K +$24.8K +1,650 New
BCI
48
Brinker Capital Investments
Pennsylvania
$17K
SWM
49
SeaCrest Wealth Management
New York
$13K +$2.64K +175 +23%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$10K

ETB Hedge Fund Activity: Q4 2018 in Review

56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2018, worth a combined $66.3M — down 15% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.2M. The largest seller was Royal Bank of Canada, cutting an estimated $1.5M.

  • 56 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2018, up from 52 in Q3 2018.
  • Funds reported $66.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2018, down 15% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2018 and 6 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $2.2M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2018 was Royal Bank of Canada, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2018.