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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

47 hedge funds and large institutions have $69M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4347 (+4)

6% more capital invested

Capital invested by funds: $65.2M → $69M (+$3.82M)

0.33% less ownership

Funds ownership: 16.9%16.57% (-0.33%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8M +$558K +34,985 +4%
UBS Group
2
UBS Group
Switzerland
$10.9M -$54.5K -3,416 -0.5%
GC
3
Guggenheim Capital
Illinois
$9.29M +$526K +32,962 +6%
Wells Fargo
4
Wells Fargo
California
$6.52M -$53.2K -3,339 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.08M +$139K +8,715 +3%
Invesco
6
Invesco
Georgia
$2.3M -$70.2K -4,401 -3%
CA
7
Cetera Advisors
Colorado
$1.76M +$1.75M +109,537 New
Ameriprise
8
Ameriprise
Minnesota
$1.7M +$233K +14,622 +16%
Cohen & Steers
9
Cohen & Steers
New York
$1.6M -$1.39M -87,295 -47%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.45M +$249K +15,594 +21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.3M -$59.9K -3,758 -4%
RJA
12
Raymond James & Associates
Florida
$1.28M +$101K +6,319 +9%
CG
13
CFO4Life Group
Texas
$1.17M -$96K -6,022 -8%
Bank of America
14
Bank of America
North Carolina
$996K -$20K -1,257 -2%
IA
15
IFP Advisors
Florida
$986K -$61.3K -3,842 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$932K +$58.5K +3,671 +7%
AAM
17
Advisors Asset Management
Colorado
$839K +$244K +15,288 +41%
VC
18
Vicus Capital
Pennsylvania
$729K +$24K +1,503 +3%
KTC
19
Kistler-Tiffany Companies
Pennsylvania
$623K -$55.3K -3,469 -8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$509K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$460K +$22.4K +1,402 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$408K +$134K +8,419 +50%
JCM
23
Jacobi Capital Management
Pennsylvania
$369K +$11.8K +743 +3%
KWMG
24
King Wealth Management Group
Florida
$360K -$8.55K -536 -2%
LPL Financial
25
LPL Financial
California
$320K +$86.7K +5,437 +38%

ETB Hedge Fund Activity: Q2 2018 in Review

47 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2018, worth a combined $69M — up 5.9% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETB positions and 2 closed out — a net gain of 4 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.75M. The largest seller was Cohen & Steers, cutting an estimated $1.39M.

  • 47 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2018, up from 43 in Q1 2018.
  • Funds reported $69M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2018, up 5.9% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2018 was Cetera Advisors, an estimated $1.75M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2018 was Cohen & Steers, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2018.