Eaton Vance Tax-Managed Buy-Write Opportunities Fund
105 hedge funds and large institutions have $123M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
128% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 18
8% more funds holding
Funds holding: 97 → 105 (+8)
5% more capital invested
Capital invested by funds: $117M → $123M (+$6.4M)
0.29% less ownership
Funds ownership: 10.67% → 10.38% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.42M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.65M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$890K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$810K |
| 5 |
Morgan Stanley
New York
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.08M |
| 2 |
Cohen & Steers
New York
|
-$1.42M |
| 3 |
Millennium Management
New York
|
-$269K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$266K |
| 5 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWAG
101
Polaris Wealth Advisory Group
San Rafael,
California
| $3K | – | – | – |
|
|
CFGS
102
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | +$3.19K | +200 | New |
|
|
BCWM
103
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $2.42K | – | – | – |
|
|
BC
104
Bartlett & Co
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
105
Millennium Management
New York
| – | -$269K | -17,395 | Closed |
|
|
CF
106
Centaurus Financial
Anaheim,
California
| – | -$266K | -17,233 | Closed |
|
|
FNBT
107
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$211K | -13,667 | Closed |
|
108
Envestnet Asset Management
Chicago,
Illinois
| – | -$104K | -6,682 | Closed |
|
109
SEI Investments
Oaks,
Pennsylvania
| – | -$63K | -4,067 | Closed |
|
110
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$15K | -975 | Closed |
|
111
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12K | -797 | Closed |
|
112
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
ETV Hedge Fund Activity: Q3 2018 in Review
105 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2018, worth a combined $123M — up 5.5% from $117M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ETV positions and 7 closed out — a net gain of 9 holders — while 41 added to existing stakes and 18 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.42M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $9.08M.
- 105 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2018, up from 97 in Q2 2018.
- Funds reported $123M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2018, up 5.5% quarter-over-quarter.
- 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2018 and 7 closed out, a net change of +9 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $2.42M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $9.08M sold.
Based on aggregated 13F filings for Q3 2018.