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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

76 hedge funds and large institutions have $141M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6976 (+7)

7% more capital invested

Capital invested by funds: $132M → $141M (+$9.48M)

0.48% more ownership

Funds ownership: 14.59%15.06% (+0.48%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$19.7M +$885K +60,450 +5%
Cohen & Steers
2
Cohen & Steers
New York
$17.5M -$949K -64,879 -5%
U
3
UBS
Switzerland
$14.1M +$6.65M +454,090 +90%
Invesco
4
Invesco
Georgia
$13M -$1.39M -94,733 -10%
Bank of America
5
Bank of America
North Carolina
$11.6M +$1.31M +89,469 +13%
Morgan Stanley
6
Morgan Stanley
New York
$9.44M -$325K -22,237 -3%
LPL Financial
7
LPL Financial
California
$7.89M +$415K +28,341 +6%
AAM
8
Advisors Asset Management
Colorado
$5.66M -$5.33M -363,939 -49%
Wells Fargo
9
Wells Fargo
California
$4.76M -$341K -23,303 -7%
FTI
10
Fiduciary Trust International
Massachusetts
$4.17M
RJA
11
Raymond James & Associates
Florida
$2.87M -$342K -23,363 -11%
IMS
12
Index Management Solutions
Pennsylvania
$2.69M +$1.31M +89,238 +96%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.52M +$116K +7,958 +5%
JWM
14
Jacobus Wealth Management
Wisconsin
$2.47M +$28.4K +1,940 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.1M +$15.3K +1,044 +0.7%
UAS
16
United Asset Strategies
New York
$1.53M +$1.52M +103,624 New
Ameriprise
17
Ameriprise
Minnesota
$1.46M +$326K +22,276 +27%
WS
18
Wedbush Securities
California
$1.33M +$57.2K +3,906 +5%
B
19
Baird
Wisconsin
$1.29M +$144K +9,846 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.15M +$155K +10,616 +16%
VC
21
Vicus Capital
Pennsylvania
$1.13M +$313K +21,417 +39%
WA
22
WFG Advisors
Texas
$767K +$7.01K +479 +0.9%
EVM
23
Eaton Vance Management
Massachusetts
$746K
AIG
24
American International Group
New York
$671K +$119K +8,150 +22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$647K +$196K +13,393 +44%