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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

67 hedge funds and large institutions have $140M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6667 (+1)

1% less capital invested

Capital invested by funds: $141M → $140M (-$885K)

1.23% less ownership

Funds ownership: 16.93%15.7% (-1.2%)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$18.7M -$795K -58,831 -4%
Cohen & Steers
2
Cohen & Steers
New York
$17.6M +$349K +25,805 +2%
Invesco
3
Invesco
Georgia
$17M -$3.49M -258,026 -18%
AAM
4
Advisors Asset Management
Colorado
$14M -$6.63M -490,870 -33%
Morgan Stanley
5
Morgan Stanley
New York
$9.64M -$844K -62,466 -8%
U
6
UBS
Switzerland
$8.57M -$448K -33,165 -5%
Bank of America
7
Bank of America
North Carolina
$8.3M +$1.01M +74,502 +14%
LPL Financial
8
LPL Financial
California
$6.58M +$1.02M +75,681 +19%
Wells Fargo
9
Wells Fargo
California
$4.55M -$265K -19,623 -6%
FTI
10
Fiduciary Trust International
Massachusetts
$4.16M
RJA
11
Raymond James & Associates
Florida
$3.44M +$88.9K +6,576 +3%
RVP
12
Relative Value Partners
Illinois
$2.53M -$3.08M -227,668 -56%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.32M +$106K +7,820 +5%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$2.27M -$271K -20,037 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.95M -$49.6K -3,669 -3%
SG Americas Securities
16
SG Americas Securities
New York
$1.36M +$1.31M +96,826 New
UAS
17
United Asset Strategies
New York
$1.3M +$275K +20,368 +28%
WS
18
Wedbush Securities
California
$1.19M +$1.46K +108 +0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.15M +$319K +23,599 +40%
JWM
20
Jacobus Wealth Management
Wisconsin
$1.01M +$374K +27,645 +62%
Ameriprise
21
Ameriprise
Minnesota
$980K +$195K +14,408 +26%
IMS
22
Index Management Solutions
Pennsylvania
$961K +$669K +49,506 +260%
B
23
Baird
Wisconsin
$862K +$29.5K +2,186 +4%
WA
24
WFG Advisors
Texas
$715K +$46.9K +3,473 +7%
EVM
25
Eaton Vance Management
Massachusetts
$708K