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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

56 hedge funds and large institutions have $72.1M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $66M → $72.1M (+$6.12M)

6% more funds holding

Funds holding: 5356 (+3)

0.13% less ownership

Funds ownership: 18.21%18.08% (-0.13%)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
11
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 +$865K +61,010 +6%
Wells Fargo
2
Wells Fargo
California
$10.4M +$950K +67,023 +11%
UBS Group
3
UBS Group
Switzerland
$7.4M -$3.31M -233,273 -32%
GC
4
Guggenheim Capital
Illinois
$6.43M +$207K +14,616 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.02M -$448K -31,601 -7%
Invesco
6
Invesco
Georgia
$2.68M +$11.1K +781 +0.4%
CA
7
Cetera Advisors
Colorado
$2.5M +$43.5K +3,070 +2%
Ameriprise
8
Ameriprise
Minnesota
$2.2M +$4.17K +294 +0.2%
Bank of America
9
Bank of America
North Carolina
$1.54M -$26K -1,834 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.38M -$194K -13,671 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.34M +$217K +15,307 +21%
RJA
12
Raymond James & Associates
Florida
$1.12M +$2.27K +160 +0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.02M -$65.6K -4,629 -6%
SFS
14
Shaker Financial Services
Virginia
$908K +$858K +60,559 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$854K +$120K +8,443 +17%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$821K +$6.07K +428 +0.8%
CG
17
CFO4Life Group
Texas
$777K +$16.4K +1,156 +2%
SRC
18
Sage Rhino Capital
California
$773K -$163K -11,500 -18%
Citigroup
19
Citigroup
New York
$614K +$48.6K +3,432 +9%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$561K +$191K +13,472 +56%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$501K +$476K +33,587 New
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$467K +$170 +12 +0%
IWM
23
IHT Wealth Management
Illinois
$439K +$19.5K +1,374 +5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$382K +$312 +22 +0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$379K +$358K +25,261 New

ETB Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2020, worth a combined $72.1M — up 9.3% from $66M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $950K. The largest seller was UBS Group, cutting an estimated $3.31M.

  • 56 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $72.1M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2020 and 7 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2020 was Wells Fargo, an estimated $950K added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2020 was UBS Group, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2020.