Eaton Vance Tax-Managed Buy-Write Opportunities Fund
66 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 63 → 66 (+3)
1.57% less ownership
Funds ownership: 18.5% → 16.93% (-1.6%)
8% less capital invested
Capital invested by funds: $154M → $141M (-$12.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$711K |
| 3 |
Cohen & Steers
New York
|
+$694K |
| 4 |
Morgan Stanley
New York
|
+$608K |
| 5 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$10.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.72M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.08M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$824K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$657K |
ETV Hedge Fund Activity: Q3 2013 in Review
66 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2013, worth a combined $141M — down 8.3% from $154M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETV positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $1.41M. The largest seller was Relative Value Partners, cutting an estimated $10.6M.
- 66 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2013, up from 63 in Q2 2013.
- Funds reported $141M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2013, down 8.3% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2013 and 4 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2013 was Bank of America, an estimated $1.41M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2013 was Relative Value Partners, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2013.