We are live on ! Find out more
ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

46 hedge funds and large institutions have $56.6M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 17.68%17.44% (-0.24%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

8% less funds holding

Funds holding: 5046 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

26% less capital invested

Capital invested by funds: $77M → $56.6M (-$20.3M)

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.3M -$1.5M -99,007 -10%
UBS Group
2
UBS Group
Switzerland
$8.65M -$1.63M -107,597 -13%
Wells Fargo
3
Wells Fargo
California
$7.59M +$2.69M +177,308 +40%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.24M +$213K +13,999 +3%
GC
5
Guggenheim Capital
Illinois
$4.71M +$269K +17,743 +5%
Invesco
6
Invesco
Georgia
$2.66M -$120K -7,914 -3%
CA
7
Cetera Advisors
Colorado
$1.91M +$147K +9,710 +7%
Ameriprise
8
Ameriprise
Minnesota
$1.63M -$135K -8,915 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.31M -$262K -17,275 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.29M +$253K +16,640 +19%
RJA
11
Raymond James & Associates
Florida
$951K -$57.6K -3,795 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$801K +$1,000K +65,857 New
Bank of America
13
Bank of America
North Carolina
$753K +$195K +12,831 +26%
IWM
14
IHT Wealth Management
Illinois
$648K -$19.3K -1,269 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$645K -$4.24K -279 -0.5%
CG
16
CFO4Life Group
Texas
$597K -$65.3K -4,300 -8%
SRC
17
Sage Rhino Capital
California
$561K +$38K +2,500 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$543K +$676K +44,510 New
KTC
19
Kistler-Tiffany Companies
Pennsylvania
$507K
Citigroup
20
Citigroup
New York
$441K +$9.67K +637 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$393K -$56.2K -3,701 -10%
SWP
22
Stratos Wealth Partners
Ohio
$336K -$69.2K -4,555 -14%
LCM
23
Landscape Capital Management
New Jersey
$323K +$402K +26,463 New
JCM
24
Jacobi Capital Management
Pennsylvania
$290K -$19.7K -1,300 -5%
RICHC
25
Renaissance Investment Consultants Holding Company
Pennsylvania
$282K +$6.86K +452 +2%

ETB Hedge Fund Activity: Q1 2020 in Review

46 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2020, worth a combined $56.6M — down 26% from $77M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETB and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $2.69M. The largest seller was UBS Group, cutting an estimated $1.63M.

  • 46 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2020, down from 50 in Q4 2019.
  • Funds reported $56.6M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2020 was Wells Fargo, an estimated $2.69M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2020 was UBS Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2020.