Eaton Vance Tax-Managed Buy-Write Opportunities Fund
126 hedge funds and large institutions have $159M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
37% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 30
20% more capital invested
Capital invested by funds: $132M → $159M (+$26.4M)
6% more funds holding
Funds holding: 119 → 126 (+7)
1.68% more ownership
Funds ownership: 11% → 12.68% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.74M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.57M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$858K |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$461K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$349K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VC
126
Vicus Capital
State College,
Pennsylvania
| – | -$461K | -31,465 | Closed |
|
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$248K | -16,943 | Closed |
|
|
PMFA
128
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$163K | -11,100 | Closed |
|
|
WAM
129
Wolverine Asset Management
Chicago,
Illinois
| – | -$52K | -3,584 | Closed |
|
|
CAN
130
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$52K | -3,570 | Closed |
|
|
QCIG
131
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$49K | -3,347 | Closed |
|
|
SB
132
Strategic Blueprint
Atlanta,
Georgia
| – | -$12K | -800 | Closed |
|
|
GSWM
133
Golden State Wealth Management
Santa Ana,
California
| – | -$10K | -657 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | -$30 | -2 | -67% |
|
ETV Hedge Fund Activity: Q4 2019 in Review
126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2019, worth a combined $159M — up 20% from $132M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ETV positions and 8 closed out — a net gain of 11 holders — while 41 added to existing stakes and 30 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.74M. The largest seller was Wells Fargo, cutting an estimated $1.11M.
- 126 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2019, up from 119 in Q3 2019.
- Funds reported $159M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2019, up 20% quarter-over-quarter.
- 19 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2019 and 8 closed out, a net change of +11 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2019 was Mercer Global Advisors, an estimated $2.74M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2019 was Wells Fargo, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2019.