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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

83 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $124M → $124M (-$94.5K)

0.29% less ownership

Funds ownership: 13.18%12.89% (-0.29%)

5% less funds holding

Funds holding: 8783 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
34
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$647K
Goldman Sachs
27
Goldman Sachs
New York
$616K -$88.1K -5,923 -13%
Stifel Financial
28
Stifel Financial
Missouri
$581K -$19.3K -1,296 -3%
FWM
29
Focused Wealth Management
New York
$573K +$12.7K +853 +2%
M&T Bank
30
M&T Bank
New York
$565K +$22.6K +1,520 +4%
AG
31
Advisor Group
Arizona
$550K +$27.1K +1,822 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$493K -$86.6K -5,821 -15%
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$486K +$13.3K +893 +3%
JG
34
Jefferies Group
New York
$405K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$363K -$20.8K -1,395 -5%
KAM
36
Keeley Asset Management
Illinois
$361K +$6.62K +445 +2%
AWMS
37
Advocacy Wealth Management Services
Georgia
$357K -$53K -3,566 -13%
Creative Planning
38
Creative Planning
Kansas
$340K +$16.2K +1,089 +5%
ACM
39
Aviance Capital Management
Florida
$334K -$36.6K -2,463 -10%
CWM
40
Concert Wealth Management
California
$324K +$119 +8 +0%
IH
41
IFC Holdings
Florida
$324K +$56.2K +3,776 +21%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$303K
FNBT
43
FineMark National Bank & Trust
Florida
$297K +$183K +12,303 +167%
WS
44
Wedbush Securities
California
$295K +$16.8K +1,128 +6%
EVM
45
Eaton Vance Management
Massachusetts
$275K
NFG
46
Next Financial Group
Texas
$274K +$78.2K +5,260 +41%
First Manhattan
47
First Manhattan
New York
$262K +$5.68K +382 +2%
YP
48
Yellowstone Partners
Idaho
$250K +$7.44K +500 +3%
Citigroup
49
Citigroup
New York
$248K -$14.2K -955 -5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$245K -$12.9K -869 -5%