Eaton Vance Tax-Managed Buy-Write Opportunities Fund
69 hedge funds and large institutions have $132M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
3% more funds holding
Funds holding: 67 → 69 (+2)
1.11% less ownership
Funds ownership: 15.7% → 14.59% (-1.1%)
6% less capital invested
Capital invested by funds: $140M → $132M (-$8.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$1.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$517K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$428K |
| 5 |
AIG
American International Group
New York
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.51M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.33M |
| 3 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$2.53M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$1.51M |
| 5 |
SG Americas Securities
New York
|
-$1.36M |
ETV Hedge Fund Activity: Q1 2014 in Review
69 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2014, worth a combined $132M — down 5.8% from $140M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETV positions and 8 closed out — a net gain of 3 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $1.48M. The largest seller was Advisors Asset Management, cutting an estimated $3.51M.
- 69 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2014, up from 67 in Q4 2013.
- Funds reported $132M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2014, down 5.8% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2014 and 8 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2014 was Bank of America, an estimated $1.48M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2014 was Advisors Asset Management, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2014.