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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

67 hedge funds and large institutions have $140M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6667 (+1)

1% less capital invested

Capital invested by funds: $141M → $140M (-$885K)

1.23% less ownership

Funds ownership: 16.93%15.7% (-1.2%)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
26
HHG & Company
Connecticut
$547K +$35.1K +2,598 +7%
Goldman Sachs
27
Goldman Sachs
New York
$439K -$6.84K -506 -2%
FAAS
28
First Allied Advisory Services
California
$418K -$20.3K -1,500 -5%
CCB
29
Cutter & Co Brokerage
Missouri
$416K -$385K -28,495 -49%
NGA
30
Naples Global Advisors
Florida
$382K +$369K +27,300 New
JG
31
Jefferies Group
New York
$376K
FNBT
32
FineMark National Bank & Trust
Florida
$359K +$93.8K +6,940 +37%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$356K +$42.7K +3,158 +14%
VC
34
Vicus Capital
Pennsylvania
$349K +$336K +24,893 New
TRCT
35
Tower Research Capital (TRC)
New York
$345K +$226K +16,704 +211%
CS
36
Credit Suisse
Switzerland
$324K -$25.7K -1,903 -8%
SB
37
Suntrust Banks
Georgia
$284K
AWM
38
Altavista Wealth Management
North Carolina
$280K -$4.46K -330 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$247K
ASN
40
Advisory Services Network
Georgia
$242K +$4.76K +352 +2%
SCG
41
Strategic Capital Group
Washington
$235K
CAN
42
Cetera Advisor Networks
California
$233K -$50.5K -3,734 -18%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$224K +$13.7K +1,013 +7%
NPC
44
National Planning Corporation
California
$199K +$17.6K +1,300 +10%
IT
45
Independence Trust
Tennessee
$190K
MA
46
MUFG Americas
New York
$187K +$181K +13,378 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$182K +$14 +1 +0%
WA
48
WESPAC Advisors
California
$179K +$173K +12,770 New
B
49
Bailard
California
$168K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$142K -$59.3K -4,386 -30%