Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
56 hedge funds and large institutions have $72.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $66M → $72.1M (+$6.12M)
6% more funds holding
Funds holding: 53 → 56 (+3)
0.13% less ownership
Funds ownership: 18.21% → 18.08% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$950K |
| 2 |
Morgan Stanley
New York
|
+$865K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$858K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$476K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.31M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$448K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$332K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$268K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $15K | – | – | – |
|
|
IAIM
52
International Assets Investment Management
Orlando,
Florida
| $8K | +$7.08K | +500 | New |
|
|
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.5K | – | – | – |
|
|
AWA
54
Arkadios Wealth Advisors
Atlanta,
Georgia
| $2K | +$2.41K | +170 | New |
|
|
AAS
55
Avantax Advisory Services
Dallas,
Texas
| – | -$332K | -24,420 | Closed |
|
|
WAM
56
Wolverine Asset Management
Chicago,
Illinois
| – | -$200K | -14,675 | Closed |
|
|
KAS
57
Kestra Advisory Services
Austin,
Texas
| – | -$146K | -10,683 | Closed |
|
|
GSWM
58
Golden State Wealth Management
Santa Ana,
California
| – | -$36K | -2,659 | Closed |
|
|
PA
59
Parallel Advisors
San Francisco,
California
| – | -$29K | -2,139 | Closed |
|
|
FFA
60
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$11K | -783 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$14 | +1 | New |
|
ETB Hedge Fund Activity: Q4 2020 in Review
56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2020, worth a combined $72.1M — up 9.3% from $66M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETB positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $950K. The largest seller was UBS Group, cutting an estimated $3.31M.
- 56 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2020, up from 53 in Q3 2020.
- Funds reported $72.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2020, up 9.3% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2020 and 7 closed out, a net change of +4 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $950K added.
- The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2020 was UBS Group, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2020.