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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund

89 hedge funds and large institutions have $104M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 8689 (+3)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.06M)

1.62% less ownership

Funds ownership: 27.65%26.03% (-1.6%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
21
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
$14.3M -$20.5M -1,538,736 -60%
1CP
2
1607 Capital Partners
Virginia
$9.83M +$3.28M +246,712 +52%
CA
3
Cornerstone Advisors
North Carolina
$7.73M +$1.05M +79,088 +16%
GC
4
Guggenheim Capital
Illinois
$6.77M +$1.61M +120,736 +32%
Wells Fargo
5
Wells Fargo
California
$6.22M -$340K -25,597 -5%
UBS Group
6
UBS Group
Switzerland
$5.08M -$266K -19,993 -5%
Invesco
7
Invesco
Georgia
$4.86M -$78.3K -5,884 -2%
Bank of America
8
Bank of America
North Carolina
$4.72M +$440K +33,113 +11%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.14M +$3.84M +288,446 +1,948%
CA
10
Cetera Advisors
Colorado
$3.41M -$33.4K -2,509 -1%
SFS
11
Shaker Financial Services
Virginia
$3.35M +$744K +55,929 +29%
AAM
12
Advisors Asset Management
Colorado
$3.05M +$284K +21,348 +11%
WAM
13
Wolverine Asset Management
Illinois
$2.21M +$370K +27,826 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.05M -$155K -11,681 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.95M +$1.22M +91,955 +181%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.88M -$688K -51,725 -27%
Cohen & Steers
17
Cohen & Steers
New York
$1.84M +$931K +69,963 +108%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.43M -$35.1K -2,637 -2%
PAS
19
Park Avenue Securities
New York
$1.19M +$1.16M +87,205 New
LCM
20
Landscape Capital Management
New Jersey
$1.08M +$179K +13,471 +20%
IWM
21
IHT Wealth Management
Illinois
$1.06M +$116K +8,755 +13%
LPL Financial
22
LPL Financial
California
$1.05M +$44.8K +3,365 +5%
RJA
23
Raymond James & Associates
Florida
$969K -$16.7K -1,257 -2%
CG
24
CFO4Life Group
Texas
$747K -$8.98K -675 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$724K +$359 +27 +0.1%

ETB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q1 2024, worth a combined $104M — down 1% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETB positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.84M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 89 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $104M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q1 2024, down 1% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.84M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2024.