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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
SCA
151
Stonebridge Capital Advisors
Minnesota
$4K +$4.29K +300 New
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$72 +5 +3%
WWMSC
153
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$3.22K +225 New
CWP
154
Concord Wealth Partners
Virginia
$2K
RA
155
RFG Advisory
Alabama
-$7.98M -510,856 Closed
AWM
156
Axxcess Wealth Management
California
-$1.87M -119,617 Closed
5L
157
55I LLC
Massachusetts
-$326K -20,867 Closed
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
-$290K -18,553 Closed
Baird Financial Group
159
Baird Financial Group
Wisconsin
-$272K -17,443 Closed
HF
160
HRT Financial
New York
-$243K -15,579 Closed
Goldman Sachs
161
Goldman Sachs
New York
-$237K -15,155 Closed
Millennium Management
162
Millennium Management
New York
-$165K -10,560 Closed
CWM
163
Cornerstone Wealth Management
Missouri
-$157K -10,048 Closed
CC
164
Commons Capital
Massachusetts
-$153K -9,766 Closed
AF
165
Advisornet Financial
Minnesota
-$145K -9,281 Closed
FAG
166
Fortitude Advisory Group
Washington
-$51K -3,245 Closed
MCC
167
Money Concepts Capital
Florida
-$34K -2,200 Closed
CFB
168
Cullen/Frost Bankers
Texas
-$29K -1,875 Closed
T
169
TCWP
Ohio
-$8K -550 Closed
JP Morgan Chase
170
JP Morgan Chase
New York
-$8K -500 Closed
BC
171
Bartlett & Co
Ohio
-$2K -150 Closed
BCWM
172
Bartlett & Co Wealth Management
Ohio
-$2.34K -150 Closed