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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

67 hedge funds and large institutions have $140M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6667 (+1)

1% less capital invested

Capital invested by funds: $141M → $140M (-$885K)

1.23% less ownership

Funds ownership: 16.93%15.7% (-1.2%)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$116K +$15.9K +1,175 +16%
AIG
52
American International Group
New York
$99.1K +$7.34K +543 +8%
MFS
53
MSI Financial Services
Massachusetts
$75K
Creative Planning
54
Creative Planning
Kansas
$72K -$331K -24,521 -83%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$59K
NES
56
New England Securities
New York
$59K +$16.5K +1,218 +41%
USGIU
57
U.S. Global Investors (USGI)
Texas
$56K
UGIF
58
US Global Investors Funds
Maine
$56K +$54.5K +4,030 New
JIC
59
Joel Isaacson & Co
New York
$43K
EWM
60
Evercore Wealth Management
New York
$42K
MBT
61
Monroe Bank & Trust
Michigan
$36K
FFC
62
First Financial Corp
Indiana
$35K
TWA
63
TCI Wealth Advisors
Arizona
$33K +$31.8K +2,350 New
DADC
64
D.A. Davidson & Co
Montana
$28K +$27K +2,000 New
FWM
65
Focused Wealth Management
New York
$27K -$24.1K -1,785 -48%
Citigroup
66
Citigroup
New York
$3K -$3.32K -246 -60%
BC
67
Bartlett & Co
Ohio
$2K
Jane Street
68
Jane Street
New York
-$289K -22,149 Closed
DA
69
Doliver Advisors
Texas
-$214K -16,359 Closed
SKK
70
Shepherd Kaplan Krochuk
Massachusetts
-$208K -15,890 Closed
OC
71
Oppenheimer & Co
New York
-$144K -11,000 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$75K -5,800 Closed
RIA
73
Regal Investment Advisors
Michigan
-$38K -2,900 Closed