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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

76 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6976 (+7)

7% more capital invested

Capital invested by funds: $132M → $141M (+$9.48M)

0.48% more ownership

Funds ownership: 14.59%15.06% (+0.48%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
26
HHG & Company
Connecticut
$578K
NGA
27
Naples Global Advisors
Florida
$554K +$80.5K +5,500 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$521K +$164K +11,205 +46%
FWM
29
Focused Wealth Management
New York
$507K +$475K +32,484 +1,701%
FAAS
30
First Allied Advisory Services
California
$474K -$14.6K -1,000 -3%
OL
31
OTA LLC
New York
$460K +$457K +31,237 New
CCB
32
Cutter & Co Brokerage
Missouri
$422K
Goldman Sachs
33
Goldman Sachs
New York
$399K -$23.4K -1,601 -6%
JG
34
Jefferies Group
New York
$396K
FNBT
35
FineMark National Bank & Trust
Florida
$377K
BFEC
36
Benjamin F. Edwards & Company
Missouri
$305K +$24.1K +1,650 +9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$298K
Stifel Financial
38
Stifel Financial
Missouri
$297K +$35.2K +2,408 +14%
AWM
39
Altavista Wealth Management
North Carolina
$295K
VKH
40
Virtu KCG Holdings
New York
$281K +$36.5K +2,494 +15%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$262K -$1.27M -86,795 -83%
SB
42
Suntrust Banks
Georgia
$262K -$46.8K -3,200 -15%
ASN
43
Advisory Services Network
Georgia
$262K +$3.45K +236 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$260K -$65.8K -4,495 -20%
CAN
45
Cetera Advisor Networks
California
$245K
SCG
46
Strategic Capital Group
Washington
$221K -$26.3K -1,800 -11%
NPC
47
National Planning Corporation
California
$209K
BMO
48
Beck Mack & Oliver
New York
$209K +$208K +14,197 New
WPC
49
White Pine Capital
Minnesota
$204K +$14.6K +1,000 +8%
BHB
50
Bank Hapoalim BM
Israel
$203K