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.
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: 66 → 67 (+1)
1% less capital invested
Capital invested by funds: $141M → $140M (-$885K)
1.23% less ownership
Funds ownership: 16.93% → 15.7% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$1.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.01M |
| 4 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
+$669K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$6.63M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.49M |
| 3 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$3.08M |
| 4 |
Morgan Stanley
New York
|
-$844K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$795K |
ETV Hedge Fund Activity: Q4 2013 in Review
67 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2013, worth a combined $140M — down 0.63% from $141M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ETV positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.31M. The largest seller was Advisors Asset Management, cutting an estimated $6.63M.
- 67 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2013, up from 66 in Q3 2013.
- Funds reported $140M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2013, down 0.63% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2013 was SG Americas Securities, an estimated $1.31M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2013 was Advisors Asset Management, an estimated $6.63M sold.
Based on aggregated 13F filings for Q4 2013.