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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

145 hedge funds and large institutions have $180M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 13.82%12.58% (-1.2%)

6% less funds holding

Funds holding: 154145 (-9)

12% less capital invested

Capital invested by funds: $204M → $180M (-$23.6M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
48
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$151K +$169K +11,507 New
PA
102
Pinnacle Associates
New York
$148K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$146K
KWM
104
Kingsview Wealth Management
Oregon
$145K
AIP
105
Ahrens Investment Partners
Louisiana
$144K +$2.06K +140 +1%
CWM
106
Cornerstone Wealth Management
Missouri
$138K +$154K +10,464 New
PTC
107
Private Trust Company
Ohio
$98K +$236 +16 +0.2%
MA
108
Montag & Associates
Georgia
$78K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$75K
RG
110
Retirement Group
California
$72K -$924K -62,747 -92%
DWP
111
Destiny Wealth Partners
Florida
$69K
TSWM
112
Tyler-Stone Wealth Management
Ohio
$54K -$44.8K -3,040 -43%
HNB
113
Huntington National Bank
Ohio
$53K
US Bancorp
114
US Bancorp
Minnesota
$52K
PGAM
115
Princeton Global Asset Management
New Jersey
$44K +$368 +25 +0.8%
HI
116
Harbour Investments
Wisconsin
$36K
TWM
117
Tradition Wealth Management
Minnesota
$34K +$854 +58 +2%
WAM
118
Worth Asset Management
Texas
$33K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$32K -$8.04K -546 -19%
FF
120
FourThought Financial
Florida
$32K
SSB
121
Sandy Spring Bank
Maryland
$26K
FFC
122
First Financial Corp
Indiana
$20K
PA
123
Parallel Advisors
California
$19K
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$17K +$20K +1,361 New
SWA
125
SOA Wealth Advisors
New York
$16K