Eaton Vance Tax-Managed Buy-Write Opportunities Fund
100 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 12 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 23
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1% more funds holding
Funds holding: 99 → 100 (+1)
4% more capital invested
Capital invested by funds: $112M → $117M (+$4.36M)
0.13% less ownership
Funds ownership: 11.03% → 10.9% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.08M |
| 4 |
LPL Financial
San Diego,
California
|
+$936K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$868K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$531K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$457K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$237K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
101
Doliver Advisors
Houston,
Texas
| – | -$531K | -34,551 | Closed |
|
|
IH
102
IFC Holdings
Tampa,
Florida
| – | -$463K | -30,200 | Closed |
|
|
WAM
103
Wolverine Asset Management
Chicago,
Illinois
| – | -$457K | -29,734 | Closed |
|
|
CAN
104
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$216K | -14,032 | Closed |
|
|
CCB
105
Cutter & Co Brokerage
Ballwin,
Missouri
| – | -$203K | -13,226 | Closed |
|
106
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$180K | -11,736 | Closed |
|
|
CA
107
Cetera Advisors
Denver,
Colorado
| – | -$162K | -10,564 | Closed |
|
|
NMC
108
Nine Masts Capital
Central,
Hong Kong
| – | -$137K | -8,900 | Closed |
|
|
BWM
109
Baystate Wealth Management
Boston,
Massachusetts
| – | -$28K | -1,800 | Closed |
|
|
AWMS
110
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$23K | -1,500 | Closed |
|
111
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -592 | Closed |
|
|
PCG
112
Private Capital Group
West Hartford,
Connecticut
| – | -$31 | -166 | Closed |
|
ETV Hedge Fund Activity: Q1 2018 in Review
100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2018, worth a combined $117M — up 3.9% from $112M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ETV positions and 12 closed out — a net gain of 2 holders — while 38 added to existing stakes and 23 trimmed.
The largest buyer was Mariner Independent Advisor Network, adding an estimated $3.64M. The largest seller was Ameriprise, cutting an estimated $868K.
- 100 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2018, up from 99 in Q4 2017.
- Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2018, up 3.9% quarter-over-quarter.
- 14 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2018 and 12 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2018 was Mariner Independent Advisor Network, an estimated $3.64M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2018 was Ameriprise, an estimated $868K sold.
Based on aggregated 13F filings for Q1 2018.