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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

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: 80 → 86 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.4M
2
1CP
1607 Capital Partners
Virginia
+$2.63M
3
CA
Cornerstone Advisors
North Carolina
+$2.15M
4
Bank of America
Bank of America
North Carolina
+$1.49M
5
GC
Guggenheim Capital
Illinois
+$860K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.16M
2
WAM
Wolverine Asset Management
Illinois
-$875K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$677K
4
UBS Group
UBS Group
Switzerland
-$552K
5
AAS
Ameritas Advisory Services
Nebraska
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
Stonebridge Capital Advisors
Minnesota
$182K – – –
WAOTB
52
Wealth Advisors of Tampa Bay
Florida
$181K -$177K -13,966 -50%
TC
53
TownSquare Capital
Utah
$179K – – –
Truist Financial
54
Truist Financial
North Carolina
$171K – – –
SBIA
55
Sheaff Brock Investment Advisors
Indiana
$164K – – –
BB
56
Burford Brothers
Texas
$162K +$158K +12,500 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$158K -$10.8K -855 -7%
Comerica Bank
58
Comerica Bank
Texas
$154K -$17.3K -1,368 -10%
EWM
59
Empirical Wealth Management
Washington
$141K -$27.2K -2,150 -17%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$140K +$137K +10,809 New
GL
61
Graypoint LLC
New York
$135K – – –
PA
62
Parallel Advisors
California
$110K +$20.2K +1,595 +23%
HCM
63
Hollencrest Capital Management
California
$96.6K – – –
HGERS
64
Householder Group Estate & Retirement Specialist
Arizona
$56K -$1.08K -85 -2%
RG
65
Retirement Group
California
$52.1K – – –
GC
66
Gould Capital
Washington
$49.3K +$22.8K +1,800 +90%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$41.3K +$355 +28 +0.9%
AF
68
Allworth Financial
California
$38.9K – – –
GIA
69
GHP Investment Advisors
Colorado
$38.2K – – –
ASN
70
Advisory Services Network
Georgia
$29.6K +$28.9K +2,284 New
HI
71
Harbour Investments
Wisconsin
$22.9K – – –
KIG
72
Kessler Investment Group
Indiana
$16.4K – – –
CIA
73
Cape Investment Advisory
Georgia
$13.7K – – –
NS
74
NBC Securities
Alabama
$13K – – –
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$11.6K – – –
1 2
3
4

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.