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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

112 hedge funds and large institutions have $110M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

7% more funds holding

Funds holding: 105 → 112 (+7)

0.04% more ownership

Funds ownership: 10.38% → 10.43% (+0.04%)

10% less capital invested

Capital invested by funds: $123M → $110M (-$12.6M)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
35
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.71M
3
Ameriprise
Ameriprise
Minnesota
+$1.55M
4
WAM
Weiss Asset Management
Massachusetts
+$718K
5
AG
Advisor Group
Arizona
+$669K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.22M
2
NMC
Nine Masts Capital
Hong Kong
-$1.66M
3
AI
Atria Investments
North Carolina
-$1.29M
4
Cohen & Steers
Cohen & Steers
New York
-$812K
5
CRC
Curi RMB Capital
Illinois
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$301K -$175K -11,874 -35%
LPT
52
Legacy Private Trust
Wisconsin
$301K -$2.97K -202 -0.9%
M&T Bank
53
M&T Bank
New York
$286K – – –
EFS
54
Essex Financial Services
Connecticut
$283K -$93.9K -6,379 -23%
ST
55
Sabal Trust
Florida
$270K +$294K +20,000 New
EVM
56
Eaton Vance Management
Massachusetts
$264K – – –
LWAC
57
Laurel Wealth Advisors (California)
California
$264K +$88 +6 +0%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$234K -$15.3K -1,037 -6%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$222K -$46.7K -3,172 -16%
SCI
60
Stableford Capital II
Arizona
$221K -$110K -7,500 -31%
ASN
61
Advisory Services Network
Georgia
$219K -$10.6K -720 -4%
MAFM
62
Mid Atlantic Financial Management
Pennsylvania
$211K +$230K +15,642 New
ACM
63
Allred Capital Management
Texas
$208K +$228K +15,500 New
BTS
64
BB&T Securities
Virginia
$200K -$25.2K -1,713 -10%
GSBTD
65
Glenview State Bank Trust Department
Illinois
$199K – – –
IA
66
IFP Advisors
Florida
$198K -$223K -15,160 -51%
DAS
67
Dynamic Advisor Solutions
Arizona
$195K -$23.6K -1,601 -11%
Citigroup
68
Citigroup
New York
$176K -$43.7K -2,970 -19%
First Manhattan
69
First Manhattan
New York
$169K +$3.96K +269 +2%
PA
70
PFG Advisors
Arizona
$169K +$164K +11,170 New
TSS
71
Two Sigma Securities
New York
$164K +$179K +12,161 New
FAAS
72
First Allied Advisory Services
California
$162K -$335K -22,745 -65%
CAN
73
Cetera Advisor Networks
California
$161K +$175K +11,902 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$153K -$6.24K -424 -4%
BW
75
Bison Wealth
Georgia
$153K – – –
1 2
3
4 5

ETV Hedge Fund Activity: Q4 2018 in Review

112 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2018, worth a combined $110M — down 10% from $123M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETV positions and 14 closed out — a net gain of 7 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.8M. The largest seller was Bank of America, cutting an estimated $2.22M.

  • 112 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2018, up from 105 in Q3 2018.
  • Funds reported $110M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2018, down 10% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2018 and 14 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2018 was Guggenheim Capital, an estimated $1.8M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2018 was Bank of America, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2018.