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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

87 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 13.77%13.18% (-0.59%)

4% less capital invested

Capital invested by funds: $129M → $124M (-$4.91M)

2% less funds holding

Funds holding: 8987 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$250K +$5.54K +375 +2%
BHB
52
Bank Hapoalim BM
Israel
$243K +$39.4K +2,665 +19%
YP
53
Yellowstone Partners
Idaho
$238K
FAAS
54
First Allied Advisory Services
California
$223K -$465K -31,447 -68%
HighTower Advisors
55
HighTower Advisors
Illinois
$223K
WPC
56
White Pine Capital
Minnesota
$205K
IA
57
IFP Advisors
Florida
$202K +$5.29K +358 +3%
IC
58
InterOcean Capital
Illinois
$198K
ASN
59
Advisory Services Network
Georgia
$195K -$36.7K -2,479 -16%
NFG
60
Next Financial Group
Texas
$190K +$25.6K +1,734 +16%
CA
61
Cetera Advisors
Colorado
$179K
PAG
62
Private Advisor Group
New Jersey
$172K -$739 -50 -0.4%
PMFA
63
Plante Moran Financial Advisors
Michigan
$164K
ICAS
64
Investors Capital Advisory Services
Massachusetts
$156K +$2.48K +168 +2%
CAN
65
Cetera Advisor Networks
California
$153K +$154K +10,407 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$151K -$10.3K -700 -6%
FNBT
67
FineMark National Bank & Trust
Florida
$109K -$49.8K -3,366 -31%
WP
68
WealthPLAN Partners
Nebraska
$108K +$216K +14,600 New
SAM
69
Shamrock Asset Management
Texas
$74K
US Bancorp
70
US Bancorp
Minnesota
$54K +$37K +2,500 +222%
MA
71
MUFG Americas
New York
$51K +$51K +3,450 New
WAS
72
WESPAC Advisors SoCal
California
$48.1K
IWMPD
73
Integrated Wealth Management (Palm Desert)
California
$44K
KA
74
Klingman & Associates
New York
$31K
DADC
75
D.A. Davidson & Co
Montana
$29K