Eaton Vance Tax-Managed Buy-Write Opportunities Fund
99 hedge funds and large institutions have $112M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
9% more funds holding
Funds holding: 91 → 99 (+8)
0.1% less ownership
Funds ownership: 11.13% → 11.03% (-0.1%)
1% less capital invested
Capital invested by funds: $113M → $112M (-$694K)
Top Buyers
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$2.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
+$1.13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$762K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$474K |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$2.12M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.8M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.23M |
| 4 |
Millennium Management
New York
|
-$860K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$808K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
101
National Planning Corporation
El Segundo,
California
| – | -$367K | -23,970 | Closed |
|
|
SBIA
102
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$327K | -21,318 | Closed |
|
103
Goldman Sachs
New York
| – | -$263K | -17,198 | Closed |
|
|
AWA
104
Arete Wealth Advisors
Chicago,
Illinois
| – | -$206K | -13,415 | Closed |
|
|
MPI
105
Mairs & Power Inc
St Paul,
Minnesota
| – | -$199K | -13,000 | Closed |
|
|
PAG
106
Private Advisor Group
Morristown,
New Jersey
| – | -$184K | -12,039 | Closed |
|
|
FHA
107
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$180K | -11,800 | Closed |
|
|
RJT
108
Raymond James Trust
St. Petersburg,
Florida
| – | -$156K | -10,182 | Closed |
|
|
NFG
109
Next Financial Group
Houston,
Texas
| – | -$28K | -1,800 | Closed |
|
ETV Hedge Fund Activity: Q4 2017 in Review
99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2017, worth a combined $112M — down 0.61% from $113M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ETV positions and 10 closed out — a net gain of 9 holders — while 32 added to existing stakes and 27 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.83M. The largest seller was Cohen & Steers, cutting an estimated $2.12M.
- 99 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2017, up from 91 in Q3 2017.
- Funds reported $112M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2017, down 0.61% quarter-over-quarter.
- 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2017 and 10 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $2.83M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2017 was Cohen & Steers, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2017.