We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

52 hedge funds and large institutions have $72.9M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

0.56% less ownership

Funds ownership: 18.11%17.55% (-0.56%)

3% less capital invested

Capital invested by funds: $75.1M → $72.9M (-$2.15M)

5% less funds holding

Funds holding: 5552 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$441K +28,181 +3%
UBS Group
2
UBS Group
Switzerland
$11.6M +$133K +8,474 +1%
GC
3
Guggenheim Capital
Illinois
$8.5M -$3.06M -195,580 -26%
Wells Fargo
4
Wells Fargo
California
$7.15M +$289K +18,477 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.52M -$101K -6,436 -2%
Invesco
6
Invesco
Georgia
$3.52M +$213K +13,641 +6%
CA
7
Cetera Advisors
Colorado
$2.26M +$23.5K +1,505 +1%
Ameriprise
8
Ameriprise
Minnesota
$2.17M -$1.81K -116 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.33M +$56.4K +3,605 +4%
RJA
10
Raymond James & Associates
Florida
$1.25M -$10.3K -660 -0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.24M -$77.8K -4,974 -6%
Cohen & Steers
12
Cohen & Steers
New York
$1.06M -$180K -11,500 -15%
CG
13
CFO4Life Group
Texas
$1M +$15.2K +970 +2%
Bank of America
14
Bank of America
North Carolina
$865K -$112K -7,158 -11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$864K +$139K +8,864 +19%
IWM
16
IHT Wealth Management
Illinois
$820K +$548K +35,049 +208%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$784K +$282 +18 +0%
AAM
18
Advisors Asset Management
Colorado
$764K -$8.13K -520 -1%
SRC
19
Sage Rhino Capital
California
$640K +$361K +23,100 +130%
Citigroup
20
Citigroup
New York
$538K +$8.67K +554 +2%
VC
21
Vicus Capital
Pennsylvania
$519K -$114K -7,306 -18%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$513K +$29.8K +1,906 +6%
SWP
23
Stratos Wealth Partners
Ohio
$461K +$5.13K +328 +1%
JCM
24
Jacobi Capital Management
Pennsylvania
$378K +$7.09K +453 +2%
AG
25
Advisor Group
Arizona
$366K +$10.2K +649 +3%

ETB Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q2 2019, worth a combined $72.9M — down 2.9% from $75.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETB and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was IHT Wealth Management, adding an estimated $548K. The largest seller was Guggenheim Capital, cutting an estimated $3.06M.

  • 52 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $72.9M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q2 2019 and 7 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q2 2019 was IHT Wealth Management, an estimated $548K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2019.