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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

41 hedge funds and large institutions have $59M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

3% more funds holding

Funds holding: 4041 (+1)

0.08% less ownership

Funds ownership: 14.87%14.79% (-0.08%)

3% less capital invested

Capital invested by funds: $60.7M → $59M (-$1.62M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
12
Closed
3
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 -$101K -6,131 -0.8%
UBS Group
2
UBS Group
Switzerland
$9.82M +$1.18M +71,656 +14%
Wells Fargo
3
Wells Fargo
California
$7.16M +$608K +37,031 +9%
GC
4
Guggenheim Capital
Illinois
$5.38M -$1.28M -78,046 -19%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.91M +$1.36M +82,816 +53%
Ameriprise
6
Ameriprise
Minnesota
$2.38M -$17.9K -1,089 -0.7%
Invesco
7
Invesco
Georgia
$2.21M +$167K +10,152 +8%
RJA
8
Raymond James & Associates
Florida
$2M +$137K +8,355 +7%
CG
9
CFO4Life Group
Texas
$1.42M +$11.9K +723 +0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.19M -$50.4K -3,072 -4%
Bank of America
11
Bank of America
North Carolina
$1.18M -$234K -14,240 -17%
IA
12
IFP Advisors
Florida
$833K +$200K +12,190 +32%
WAM
13
Wolverine Asset Management
Illinois
$761K +$762K +46,431 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$721K +$77.5K +4,722 +12%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$717K +$76.9K +4,686 +12%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$684K +$53K +3,231 +8%
KTC
17
Kistler-Tiffany Companies
Pennsylvania
$613K +$184K +11,194 +43%
DA
18
Doliver Advisors
Texas
$535K +$111K +6,756 +26%
VC
19
Vicus Capital
Pennsylvania
$514K
Citigroup
20
Citigroup
New York
$486K -$80.5K -4,906 -14%
CA
21
Cetera Advisors
Colorado
$417K +$64.1K +3,903 +18%
KWMG
22
King Wealth Management Group
Florida
$407K +$197 +12 +0%
LPL Financial
23
LPL Financial
California
$384K -$2.93M -178,469 -88%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$341K +$12.3K +751 +4%
CRC
25
Curi RMB Capital
Illinois
$318K -$279K -17,031 -47%

ETB Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2017, worth a combined $59M — down 2.7% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ETB positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.36M. The largest seller was LPL Financial, cutting an estimated $2.93M.

  • 41 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2017, up from 40 in Q1 2017.
  • Funds reported $59M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2017 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2017 was Raymond James Financial Services Advisors, an estimated $1.36M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.93M sold.

Based on aggregated 13F filings for Q2 2017.