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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

55 hedge funds and large institutions have $75.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

13% more capital invested

Capital invested by funds: $66.3M → $75.1M (+$8.77M)

0.46% less ownership

Funds ownership: 18.57% → 18.11% (-0.46%)

2% less funds holding

Funds holding: 56 → 55 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.02M
2
Morgan Stanley
Morgan Stanley
New York
+$872K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$699K
4
GC
Guggenheim Capital
Illinois
+$613K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$452K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.96M
2
WAM
Wolverine Asset Management
Illinois
-$1.4M
3
AGM
Alpine Global Management
New York
-$648K
4
ST
Spinnaker Trust
Maine
-$617K
5
IA
IFP Advisors
Florida
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
26
King Wealth Management Group
Florida
$337K +$238 +16 +0.1%
TC
27
TownSquare Capital
Utah
$323K +$103K +6,900 +50%
LPL Financial
28
LPL Financial
California
$316K -$14.6K -982 -5%
WAOTB
29
Wealth Advisors of Tampa Bay
Florida
$305K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$294K +$18.9K +1,272 +7%
SRC
31
Sage Rhino Capital
California
$278K +$265K +17,825 New
IWM
32
IHT Wealth Management
Illinois
$264K +$251K +16,870 New
RJT
33
Raymond James Trust
Florida
$253K -$1.01K -68 -0.4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$221K – – –
SCA
35
Stonebridge Capital Advisors
Minnesota
$219K +$208K +14,000 New
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$207K +$996 +67 +0.5%
ST
37
Spinnaker Trust
Maine
$201K -$617K -41,500 -76%
IA
38
IFP Advisors
Florida
$112K -$583K -39,221 -85%
PA
39
Parallel Advisors
California
$62K +$10.4K +701 +21%
IF
40
Ironwood Financial
Arizona
$56K – – –
MFW
41
Mosaic Family Wealth
Missouri
$55K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$54K – – –
GSWM
43
Golden State Wealth Management
California
$45K +$43K +2,893 New
PCG
44
Private Capital Group
Connecticut
$41K +$39.5K +2,655 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$27K – – –
PB
46
Pinnacle Bancorp
Nebraska
$26K – – –
BCI
47
Brinker Capital Investments
Pennsylvania
$19K – – –
AIC
48
Ameritas Investment Company
Nebraska
$16K +$7.58K +510 +104%
CAL
49
Capital Analysts LLC
Pennsylvania
$15K -$38.4K -2,585 -72%
SWM
50
SeaCrest Wealth Management
New York
$13K -$1.8K -121 -13%
1
2
3

ETB Hedge Fund Activity: Q1 2019 in Review

55 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2019, worth a combined $75.1M — up 13% from $66.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETB and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $1.02M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.96M sold.

  • 55 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2019, down from 56 in Q4 2018.
  • Funds reported $75.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2019, up 13% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2019 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2019 was UBS Group, an estimated $1.02M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2019 was Karpus Investment Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2019.