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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
NCM
76
Northwest Capital Management
Oregon
$11.5K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$10.4K – – –
PTC
79
Private Trust Company
Ohio
$7.42K +$101 +8 +1%
SPIA
80
Steward Partners Investment Advisory
New York
$6.94K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.49K – – –
CA
82
Crewe Advisors
Utah
$5.84K – – –
SWM
83
Spire Wealth Management
Virginia
$4.35K – – –
IA
84
IFP Advisors
Florida
$1.62K – – –
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$1.31K +$1.28K +101 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$13 +$13 +1 New
AAS
87
Ameritas Advisory Services
Nebraska
– -$520K -41,502 Closed
FPAS
88
Focus Partners Advisor Solutions
Missouri
– -$180K -14,264 Closed
VF
89
Virtu Financial
New York
– -$151K -11,991 Closed
NFG
90
Nations Financial Group
Iowa
– -$129K -10,200 Closed
NPA
91
Nichols & Pratt Advisers
Massachusetts
– -$15.8K -1,250 Closed
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.