Eaton Vance Tax-Managed Buy-Write Opportunities Fund
152 hedge funds and large institutions have $612M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 13 closing their positions.
240% more capital invested
Capital invested by funds: $180M → $612M (+$432M)
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
5% more funds holding
Funds holding: 145 → 152 (+7)
0.08% more ownership
Funds ownership: 12.58% → 12.65% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.53M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.67M |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$1.53M |
| 5 |
EC
Elequin Capital
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Paragon Financial Partners
Woodland Hills,
California
|
-$7.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.08M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.02M |
ETV Hedge Fund Activity: Q4 2022 in Review
152 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2022, worth a combined $612M — up 240% from $180M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ETV positions and 13 closed out — a net gain of 12 holders — while 49 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Paragon Financial Partners, exiting entirely with an estimated $7.37M sold.
- 152 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2022, up from 145 in Q3 2022.
- Funds reported $612M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2022, up 240% quarter-over-quarter.
- 25 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2022 and 13 closed out, a net change of +12 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2022 was Morgan Stanley, an estimated $10.3M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2022 was Paragon Financial Partners, an estimated $7.37M sold.
Based on aggregated 13F filings for Q4 2022.