We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

76 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6976 (+7)

7% more capital invested

Capital invested by funds: $132M → $141M (+$9.48M)

0.48% more ownership

Funds ownership: 14.59%15.06% (+0.48%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$192K -$15 -1 -0%
B
52
Bailard
California
$177K
CFA
53
Carroll Financial Associates
North Carolina
$175K
PAG
54
Private Advisor Group
New Jersey
$165K
FCI
55
Financial Counselors Inc
Kansas
$148K +$146K +10,000 New
MFS
56
MSI Financial Services
Massachusetts
$112K
NES
57
New England Securities
New York
$71K +$9.37K +640 +15%
JIC
58
Joel Isaacson & Co
New York
$45K
EWM
59
Evercore Wealth Management
New York
$44K
BRWA
60
B. Riley Wealth Advisors
Florida
$38.1K +$37.8K +2,583 New
MBT
61
Monroe Bank & Trust
Michigan
$38K
Deutsche Bank
62
Deutsche Bank
Germany
$36K +$36.6K +2,500 New
TRCT
63
Tower Research Capital (TRC)
New York
$35K +$35.2K +2,405 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$30K
SAM
65
Shamrock Asset Management
Texas
$30K +$14.6K +1,000 +100%
DADC
66
D.A. Davidson & Co
Montana
$29K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$28K -$86.3K -5,898 -76%
FFC
68
First Financial Corp
Indiana
$22K -$14.6K -1,000 -40%
NFG
69
Next Financial Group
Texas
$20K +$20.5K +1,400 New
Creative Planning
70
Creative Planning
Kansas
$14K -$11K -753 -45%
NSIM
71
North Star Investment Management
Illinois
$11K +$11.1K +756 New
SNT
72
Security National Trust
West Virginia
$10K
1IC
73
1919 Investment Counsel
Maryland
$6K +$5.12K +350 New
GSC
74
Ground Swell Capital
South Carolina
$5K +$5.05K +345 New
Citigroup
75
Citigroup
New York
$3K +$615 +42 +36%