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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

86 hedge funds and large institutions have $105M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $77.9M → $105M (+$27.6M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

8% more funds holding

Funds holding: 8086 (+6)

6.63% more ownership

Funds ownership: 21.02%27.65% (+6.6%)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$556K +$9.5K +750 +2%
CA
27
Claro Advisors
Massachusetts
$553K +$540K +42,588 New
GRP
28
Global Retirement Partners
California
$542K
TWP
29
Tyche Wealth Partners
Texas
$541K +$528K +41,653 New
AA
30
AQR Arbitrage
Connecticut
$494K +$483K +38,085 New
ACM
31
Arlington Capital Management
Illinois
$487K +$475K +37,482 New
Ameriprise
32
Ameriprise
Minnesota
$398K -$62.6K -4,940 -14%
DADC
33
D.A. Davidson & Co
Montana
$373K
HighTower Advisors
34
HighTower Advisors
Illinois
$352K +$1.88K +148 +0.6%
FSI
35
Flow State Investments
Illinois
$342K +$333K +26,310 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$319K +$63.8K +5,036 +26%
MWM
37
Meridian Wealth Management
Kentucky
$306K +$7.2K +568 +2%
AUIM
38
Aegon USA Investment Management
Iowa
$282K +$63.3K +5,000 +30%
MML Investors Services
39
MML Investors Services
Massachusetts
$273K +$291 +23 +0.1%
Creative Planning
40
Creative Planning
Kansas
$245K +$16.3K +1,286 +7%
BPA
41
Beacon Pointe Advisors
California
$239K -$253K -19,996 -52%
FAG
42
Fortitude Advisory Group
Washington
$227K +$101 +8 +0%
EFS
43
Essex Financial Services
Connecticut
$216K +$1.11K +88 +0.5%
KPWS
44
Kestra Private Wealth Services
Texas
$209K +$23.7K +1,873 +13%
JCM
45
Jacobi Capital Management
Pennsylvania
$203K -$98.6K -7,785 -33%
NA
46
NewEdge Advisors
Louisiana
$197K -$747 -59 -0.4%
KWMG
47
King Wealth Management Group
Florida
$194K +$317 +25 +0.2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$192K +$4.11K +324 +2%
KAS
49
Kestra Advisory Services
Texas
$192K +$900 +71 +0.5%
EC
50
Elequin Capital
New York
$182K -$107K -8,419 -38%

ETB Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2023, worth a combined $105M — up 35% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 5 closed out — a net gain of 6 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.4M. The largest seller was Wells Fargo, cutting an estimated $1.16M.

  • 86 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $105M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2023, up 35% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.4M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2023 was Wells Fargo, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.