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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

43 hedge funds and large institutions have $68M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

13% more funds holding

Funds holding: 3843 (+5)

10% more capital invested

Capital invested by funds: $61.9M → $68M (+$6.13M)

1.5% more ownership

Funds ownership: 14.94%16.44% (+1.5%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
9
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
$14.1M +$1.14M +68,534 +9%
UBS Group
2
UBS Group
Switzerland
$10.3M +$227K +13,592 +2%
GC
3
Guggenheim Capital
Illinois
$8.38M +$929K +55,714 +13%
Wells Fargo
4
Wells Fargo
California
$6.98M -$396K -23,745 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.95M +$490K +29,356 +11%
Cohen & Steers
6
Cohen & Steers
New York
$3.13M +$2.23M +133,797 +251%
Invesco
7
Invesco
Georgia
$2.42M +$102K +6,125 +4%
Ameriprise
8
Ameriprise
Minnesota
$1.88M -$54.8K -3,283 -3%
CA
9
Cetera Advisors
Colorado
$1.52M +$736K +44,131 +94%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.45M +$152K +9,128 +12%
Bank of America
11
Bank of America
North Carolina
$1.37M +$220K +13,183 +19%
CG
12
CFO4Life Group
Texas
$1.35M -$65.2K -3,910 -5%
RJA
13
Raymond James & Associates
Florida
$1.22M -$56.7K -3,400 -4%
IA
14
IFP Advisors
Florida
$1.09M +$200K +11,993 +23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$911K +$109K +6,532 +14%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$693K -$38.3K -2,297 -5%
KTC
17
Kistler-Tiffany Companies
Pennsylvania
$661K +$36.9K +2,211 +6%
Citigroup
18
Citigroup
New York
$551K +$7.64K +458 +1%
VC
19
Vicus Capital
Pennsylvania
$546K +$3.67K +220 +0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$534K +$3.12K +187 +0.6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$529K +$144K +8,645 +38%
AAM
22
Advisors Asset Management
Colorado
$469K +$175K +10,488 +60%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$380K +$20.5K +1,228 +6%
JCM
24
Jacobi Capital Management
Pennsylvania
$367K +$1.74K +104 +0.5%
KWMG
25
King Wealth Management Group
Florida
$352K -$61.5K -3,686 -15%

ETB Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2017, worth a combined $68M — up 9.9% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETB positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.23M. The largest seller was Wells Fargo, cutting an estimated $396K.

  • 43 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $68M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2017 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2017 was Cohen & Steers, an estimated $2.23M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2017 was Wells Fargo, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2017.