We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

74 hedge funds and large institutions have $75.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.61% less ownership

Funds ownership: 20.46%19.86% (-0.61%)

5% less capital invested

Capital invested by funds: $79.3M → $75.1M (-$4.14M)

9% less funds holding

Funds holding: 8174 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hollencrest Capital Management
California
$97.1K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$59.4K +$6.98K +525 +13%
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$58K +$59.5K +4,472 New
RG
54
Retirement Group
California
$52K
WSC
55
Wellington Shields & Co
New York
$41.8K
AF
56
Allworth Financial
California
$39.1K
SPIA
57
Steward Partners Investment Advisory
New York
$38.7K +$253 +19 +0.6%
US Bancorp
58
US Bancorp
Minnesota
$35.9K +$36.6K +2,750 New
BWA
59
BDO Wealth Advisors
Florida
$30K
ASN
60
Advisory Services Network
Georgia
$29.8K
HI
61
Harbour Investments
Wisconsin
$23K
GC
62
Gould Capital
Washington
$19.6K +$3.99K +300 +25%
KIG
63
Kessler Investment Group
Indiana
$16.5K
PFG
64
Piershale Financial Group
Illinois
$15.8K -$7.87K -592 -33%
CIA
65
Cape Investment Advisory
Georgia
$13.8K +$14K +1,054 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$11.8K
PTC
67
Private Trust Company
Ohio
$7.05K +$146 +11 +2%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.53K
CA
69
Crewe Advisors
Utah
$5.87K
AIP
70
Ahrens Investment Partners
Louisiana
$5.68K +$5.79K +435 New
SWM
71
Spire Wealth Management
Virginia
$4.31K
IA
72
IFP Advisors
Florida
$2K -$1.8K -135 -52%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$890 -$316K -23,790 -26%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$13 +$13 +1 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$239K -18,205 Closed

ETB Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2023, worth a combined $75.1M — down 5.2% from $79.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETB and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.75M. The largest seller was Guggenheim Capital, cutting an estimated $2.22M.

  • 74 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2023, down from 81 in Q4 2022.
  • Funds reported $75.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2023, down 5.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2023 and 12 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2023 was Shaker Financial Services, an estimated $1.75M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.