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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

89 hedge funds and large institutions have $129M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 8889 (+1)

0.01% more ownership

Funds ownership: 13.75%13.77% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $133M → $129M (-$4.19M)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
34
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$685K +$471 +33 +0.1%
C
27
CFO4Life
Texas
$678K -$73K -5,116 -10%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$631K +$216K +15,148 +55%
FWM
29
Focused Wealth Management
New York
$546K +$13.1K +916 +3%
MFS
30
MSI Financial Services
Massachusetts
$543K -$21.4K -1,499 -4%
Stifel Financial
31
Stifel Financial
Missouri
$497K +$155K +10,879 +47%
VFS
32
VSR Financial Services
Kansas
$450K
M&T Bank
33
M&T Bank
New York
$396K +$58.7K +4,118 +18%
JG
34
Jefferies Group
New York
$395K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$383K +$2.05K +144 +0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$375K +$26K +1,825 +8%
KAM
37
Keeley Asset Management
Illinois
$339K +$329K +23,037 New
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$323K +$235K +16,448 +298%
Creative Planning
39
Creative Planning
Kansas
$311K -$13.5K -945 -4%
EVM
40
Eaton Vance Management
Massachusetts
$302K -$587K -41,135 -67%
WS
41
Wedbush Securities
California
$300K -$1.07M -74,888 -79%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$295K +$12.3K +859 +4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$293K -$34.4K -2,410 -11%
VKH
44
Virtu KCG Holdings
New York
$277K +$269K +18,837 New
AWMS
45
Advocacy Wealth Management Services
Georgia
$276K +$100K +7,011 +59%
Citigroup
46
Citigroup
New York
$265K -$107K -7,471 -29%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$264K +$64K +4,486 +33%
First Manhattan
48
First Manhattan
New York
$240K +$3.65K +256 +2%
YP
49
Yellowstone Partners
Idaho
$237K -$14.3K -1,000 -6%
ASN
50
Advisory Services Network
Georgia
$230K +$193K +13,525 +628%