Eaton Vance Tax-Managed Buy-Write Opportunities Fund
76 hedge funds and large institutions have $119M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 73 → 76 (+3)
0.1% more ownership
Funds ownership: 13.09% → 13.19% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
3% less capital invested
Capital invested by funds: $124M → $119M (-$4.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$2.6M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.6M |
| 3 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$1.06M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$769K |
| 5 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.83M |
| 2 |
Cohen & Steers
New York
|
-$1.38M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$469K |
| 5 |
TC
Trust Company
Manhattan,
Kansas
|
-$467K |
ETV Hedge Fund Activity: Q3 2015 in Review
76 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2015, worth a combined $119M — down 3.4% from $124M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETV positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $2.6M. The largest seller was LPL Financial, cutting an estimated $1.83M.
- 76 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2015, up from 73 in Q2 2015.
- Funds reported $119M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2015, down 3.4% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2015 and 6 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2015 was Bank of Nova Scotia, an estimated $2.6M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2015 was LPL Financial, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2015.