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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

86 hedge funds and large institutions have $105M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $77.9M → $105M (+$27.6M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

8% more funds holding

Funds holding: 8086 (+6)

6.63% more ownership

Funds ownership: 21.02%27.65% (+6.6%)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.5M +$18.4M +1,449,244 +128%
CA
2
Cornerstone Advisors
North Carolina
$6.32M +$2.15M +169,823 +54%
Wells Fargo
3
Wells Fargo
California
$6.25M -$1.16M -91,465 -16%
1CP
4
1607 Capital Partners
Virginia
$6.15M +$2.63M +207,370 +78%
UBS Group
5
UBS Group
Switzerland
$5.09M -$552K -43,558 -10%
GC
6
Guggenheim Capital
Illinois
$4.87M +$860K +67,879 +22%
Invesco
7
Invesco
Georgia
$4.7M +$442K +34,872 +11%
Bank of America
8
Bank of America
North Carolina
$4.06M +$1.49M +117,456 +60%
CA
9
Cetera Advisors
Colorado
$3.28M -$25.9K -2,041 -0.8%
AAM
10
Advisors Asset Management
Colorado
$2.63M +$698K +55,107 +37%
SFS
11
Shaker Financial Services
Virginia
$2.46M -$252K -19,927 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.46M -$677K -53,476 -22%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.1M -$389K -30,702 -16%
WAM
14
Wolverine Asset Management
Illinois
$1.74M -$875K -69,055 -34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.39M -$81.6K -6,437 -6%
LPL Financial
16
LPL Financial
California
$950K +$70.4K +5,554 +8%
RJA
17
Raymond James & Associates
Florida
$938K -$595 -47 -0.1%
IWM
18
IHT Wealth Management
Illinois
$896K -$3.67K -290 -0.4%
LCM
19
Landscape Capital Management
New Jersey
$857K +$363K +28,660 +77%
Cohen & Steers
20
Cohen & Steers
New York
$844K +$823K +65,000 New
CG
21
CFO4Life Group
Texas
$719K +$14K +1,108 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$688K -$108K -8,528 -14%
SRC
23
Sage Rhino Capital
California
$665K -$64.9K -5,125 -9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$661K -$469 -37 -0.1%
CAN
25
Cetera Advisor Networks
California
$639K -$192K -15,175 -24%

ETB Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2023, worth a combined $105M — up 35% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETB positions and 5 closed out — a net gain of 6 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.4M. The largest seller was Wells Fargo, cutting an estimated $1.16M.

  • 86 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $105M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2023, up 35% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2023 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $18.4M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2023 was Wells Fargo, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.