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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

40 hedge funds and large institutions have $60.7M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

10% more capital invested

Capital invested by funds: $54.9M → $60.7M (+$5.72M)

5% more funds holding

Funds holding: 3840 (+2)

1.37% more ownership

Funds ownership: 13.49%14.87% (+1.4%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.6M +$735K +44,210 +6%
UBS Group
2
UBS Group
Switzerland
$8.59M +$966K +58,153 +12%
GC
3
Guggenheim Capital
Illinois
$6.62M -$336K -20,235 -5%
Wells Fargo
4
Wells Fargo
California
$6.51M +$368K +22,142 +6%
LPL Financial
5
LPL Financial
California
$3.28M +$699K +42,051 +26%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.54M -$222K -13,386 -8%
Ameriprise
7
Ameriprise
Minnesota
$2.38M +$2.43M +146,189 New
Invesco
8
Invesco
Georgia
$2.02M -$21K -1,264 -1%
RJA
9
Raymond James & Associates
Florida
$1.85M +$365K +21,981 +24%
Bank of America
10
Bank of America
North Carolina
$1.41M +$17.6K +1,060 +1%
CG
11
CFO4Life Group
Texas
$1.4M +$1.43M +86,036 New
Credit Agricole
12
Credit Agricole
France
$1.28M +$391K +23,508 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.24M -$2.04M -122,906 -62%
FFEC
14
First Financial Equity Corporation
Arizona
$710K +$729K +43,891 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$639K -$34.7K -2,091 -5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$636K +$167K +10,040 +35%
IA
17
IFP Advisors
Florida
$629K +$428K +25,750 +200%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$626K +$374K +22,527 +142%
CRC
19
Curi RMB Capital
Illinois
$593K +$605K +36,410 New
Citigroup
20
Citigroup
New York
$562K +$8.82K +531 +2%
VC
21
Vicus Capital
Pennsylvania
$511K +$24.1K +1,450 +5%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$426K +$25.8K +1,554 +6%
DA
23
Doliver Advisors
Texas
$421K +$430K +25,871 New
KWMG
24
King Wealth Management Group
Florida
$404K -$3.94K -237 -0.9%
CA
25
Cetera Advisors
Colorado
$350K +$4.15K +250 +1%

ETB Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2017, worth a combined $60.7M — up 10% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETB positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $2.43M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.04M.

  • 40 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $60.7M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2017, up 10% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2017 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2017 was Ameriprise, an estimated $2.43M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2017 was Commonwealth Equity Services, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2017.