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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

50 hedge funds and large institutions have $77M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $72.2M → $77M (+$4.74M)

0.31% more ownership

Funds ownership: 17.37%17.68% (+0.31%)

2% less funds holding

Funds holding: 5150 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$358K -$6.95K -427 -2%
KWMG
27
King Wealth Management Group
Florida
$351K +$260 +16 +0.1%
WAOTB
28
Wealth Advisors of Tampa Bay
Florida
$321K
LPL Financial
29
LPL Financial
California
$316K +$1.51K +93 +0.5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$292K -$3.26K -200 -1%
RJT
31
Raymond James Trust
Florida
$266K
SPC
32
Sigma Planning Corp
Michigan
$248K +$50.2K +3,085 +26%
AAM
33
Advisors Asset Management
Colorado
$243K -$238K -14,641 -50%
SCA
34
Stonebridge Capital Advisors
Minnesota
$230K
TC
35
TownSquare Capital
Utah
$226K
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$184K +$1.07K +66 +0.6%
PA
37
Parallel Advisors
California
$65K
IF
38
Ironwood Financial
Arizona
$59K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$28K
AIC
40
Ameritas Investment Company
Nebraska
$28K +$537 +33 +2%
PB
41
Pinnacle Bancorp
Nebraska
$27K
BCI
42
Brinker Capital Investments
Pennsylvania
$20K
CAL
43
Capital Analysts LLC
Pennsylvania
$16K
NFG
44
Next Financial Group
Texas
$12K +$12.2K +750 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.2K
ASN
46
Advisory Services Network
Georgia
$8K
FHA
47
Flagship Harbor Advisors
Massachusetts
$6K
US Bancorp
48
US Bancorp
Minnesota
$6K
SAM
49
S.A. Mason
Michigan
$3K +$3.26K +200 New
VC
50
Vicus Capital
Pennsylvania
-$597K -38,173 Closed

ETB Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2019, worth a combined $77M — up 6.6% from $72.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ETB and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 21 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $960K. The largest seller was Guggenheim Capital, cutting an estimated $2.29M.

  • 50 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2019, down from 51 in Q3 2019.
  • Funds reported $77M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2019 and 5 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $960K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2019 was Guggenheim Capital, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2019.