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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

154 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 14.06%13.82% (-0.24%)

4% less funds holding

Funds holding: 160154 (-6)

15% less capital invested

Capital invested by funds: $240M → $204M (-$35.9M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
61
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$160K -$34.4K -2,400 -17%
AWM
102
AE Wealth Management
Kansas
$156K +$11.4K +800 +7%
TCWM
103
Total Clarity Wealth Management
Illinois
$155K -$9.3K -650 -5%
APA
104
American Portfolios Advisors
New York
$153K +$1.12K +78 +0.7%
PA
105
Pinnacle Associates
New York
$152K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$150K
MWM
107
Meridian Wealth Management
Kentucky
$149K -$1.99K -139 -1%
KWM
108
Kingsview Wealth Management
Oregon
$149K
AIP
109
Ahrens Investment Partners
Louisiana
$146K -$13.6K -950 -8%
Citadel Advisors
110
Citadel Advisors
Florida
$144K +$153K +10,658 New
KNW
111
Kesler Norman & Wride
Utah
$137K
PTC
112
Private Trust Company
Ohio
$101K +$107K +7,444 New
CA
113
CoreCap Advisors
Michigan
$96K -$42.9K -3,000 -30%
TSWM
114
Tyler-Stone Wealth Management
Ohio
$96K
MA
115
Montag & Associates
Georgia
$80K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$78K
DWP
117
Destiny Wealth Partners
Florida
$71K
AW
118
ACG Wealth
Georgia
$61K +$64.4K +4,500 New
US Bancorp
119
US Bancorp
Minnesota
$53K
GWM
120
Geneos Wealth Management
Colorado
$50K -$19.4K -1,358 -27%
PGAM
121
Princeton Global Asset Management
New Jersey
$45K
UB
122
UMB Bank
Missouri
$41K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$40K +$1.29K +90 +3%
HI
124
Harbour Investments
Wisconsin
$36K +$38.2K +2,671 New
WAM
125
Worth Asset Management
Texas
$34K