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.
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: 69 → 76 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$6.65M |
| 2 |
UAS
United Asset Strategies
Garden City,
New York
|
+$1.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 4 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
+$1.31M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$885K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.33M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.39M |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.27M |
| 4 |
Cohen & Steers
New York
|
-$949K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$342K |
ETV Hedge Fund Activity: Q2 2014 in Review
76 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2014, worth a combined $141M — up 7.2% from $132M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ETV positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.
The largest buyer was UBS, adding an estimated $6.65M. The largest seller was Advisors Asset Management, cutting an estimated $5.33M.
- 76 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2014, up from 69 in Q1 2014.
- Funds reported $141M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2014, up 7.2% quarter-over-quarter.
- 11 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2014 and 4 closed out, a net change of +7 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2014 was UBS, an estimated $6.65M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2014 was Advisors Asset Management, an estimated $5.33M sold.
Based on aggregated 13F filings for Q2 2014.