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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

88 hedge funds and large institutions have $118M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

6% more funds holding

Funds holding: 8388 (+5)

0.4% less ownership

Funds ownership: 12.89%12.49% (-0.4%)

5% less capital invested

Capital invested by funds: $124M → $118M (-$5.68M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
27
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
26
CFO4Life
Texas
$716K +$15.8K +1,068 +2%
SCI
27
Stableford Capital II
Arizona
$629K +$627K +42,353 New
M&T Bank
28
M&T Bank
New York
$574K +$17.7K +1,198 +3%
Stifel Financial
29
Stifel Financial
Missouri
$572K +$2.75K +186 +0.5%
FWM
30
Focused Wealth Management
New York
$564K
AG
31
Advisor Group
Arizona
$564K +$24.1K +1,626 +4%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$484K -$153K -10,300 -24%
KTC
33
Kistler-Tiffany Companies
Pennsylvania
$431K -$46.8K -3,159 -10%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$417K -$67.8K -4,579 -14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$412K +$411K +27,767 New
JG
36
Jefferies Group
New York
$398K
FAAS
37
First Allied Advisory Services
California
$372K +$148K +10,000 +66%
KAM
38
Keeley Asset Management
Illinois
$362K +$6.66K +450 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$350K -$6.37K -430 -2%
AWMS
40
Advocacy Wealth Management Services
Georgia
$341K -$9.3K -628 -3%
Creative Planning
41
Creative Planning
Kansas
$340K +$4.86K +328 +1%
IH
42
IFC Holdings
Florida
$331K +$11.8K +799 +4%
WS
43
Wedbush Securities
California
$317K +$26.9K +1,818 +9%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$316K +$18.8K +1,270 +6%
OWP
45
Obermeyer Wealth Partners
Colorado
$303K +$303K +20,430 New
CWM
46
Concert Wealth Management
California
$300K -$19.3K -1,305 -6%
NFG
47
Next Financial Group
Texas
$297K +$27.7K +1,874 +10%
FNBT
48
FineMark National Bank & Trust
Florida
$292K
EVM
49
Eaton Vance Management
Massachusetts
$271K
VKH
50
Virtu KCG Holdings
New York
$269K +$269K +18,134 New