Eaton Vance Tax-Managed Buy-Write Opportunities Fund
128 hedge funds and large institutions have $158M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
3% more funds holding
Funds holding: 124 → 128 (+4)
0.62% less ownership
Funds ownership: 13.2% → 12.58% (-0.62%)
7% less capital invested
Capital invested by funds: $169M → $158M (-$11.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$4.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.68M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$996K |
| 4 |
Morgan Stanley
New York
|
+$791K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$3.72M |
| 2 |
RG
Retirement Group
San Diego,
California
|
-$2.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.08M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.8M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$802K |
ETV Hedge Fund Activity: Q3 2020 in Review
128 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2020, worth a combined $158M — down 6.6% from $169M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ETV positions and 11 closed out — a net gain of 5 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $4.49M. The largest seller was Anfield Capital Management, cutting an estimated $3.72M.
- 128 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2020, up from 124 in Q2 2020.
- Funds reported $158M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2020, down 6.6% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2020 and 11 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $4.49M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2020 was Anfield Capital Management, an estimated $3.72M sold.
Based on aggregated 13F filings for Q3 2020.