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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

87 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 13.77%13.18% (-0.59%)

4% less capital invested

Capital invested by funds: $129M → $124M (-$4.91M)

2% less funds holding

Funds holding: 8987 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$634K
Stifel Financial
27
Stifel Financial
Missouri
$589K +$88K +5,950 +18%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$569K +$303K +20,489 +114%
FWM
29
Focused Wealth Management
New York
$549K
M&T Bank
30
M&T Bank
New York
$531K +$134K +9,046 +34%
AG
31
Advisor Group
Arizona
$509K +$511K +34,563 New
DA
32
Doliver Advisors
Texas
$475K +$475K +32,105 New
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$463K +$138K +9,350 +43%
AWMS
34
Advocacy Wealth Management Services
Georgia
$402K +$124K +8,393 +45%
JG
35
Jefferies Group
New York
$397K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$393K +$8.1K +548 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$377K
VKH
38
Virtu KCG Holdings
New York
$374K +$95.8K +6,477 +34%
FWM
39
Frontier Wealth Management
Missouri
$368K +$368K +24,919 New
ACM
40
Aviance Capital Management
Florida
$363K +$168K +11,374 +86%
MFS
41
MSI Financial Services
Massachusetts
$361K -$186K -12,554 -34%
KAM
42
Keeley Asset Management
Illinois
$347K +$6.49K +439 +2%
CWM
43
Concert Wealth Management
California
$318K +$318K +21,494 New
Creative Planning
44
Creative Planning
Kansas
$317K +$4.21K +285 +1%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$296K
WS
46
Wedbush Securities
California
$272K -$29.9K -2,025 -10%
EVM
47
Eaton Vance Management
Massachusetts
$270K -$34.2K -2,310 -11%
IH
48
IFC Holdings
Florida
$262K +$53K +3,585 +25%
Citigroup
49
Citigroup
New York
$257K -$8.52K -576 -3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$253K -$41.5K -2,808 -14%