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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

76 hedge funds and large institutions have $144M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more capital invested

Capital invested by funds: $141M → $144M (+$2.6M)

0.19% more ownership

Funds ownership: 15.06%15.25% (+0.19%)

0% more funds holding

Funds holding: 7676 (0)

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$20.7M +$853K +56,760 +4%
Cohen & Steers
2
Cohen & Steers
New York
$17.6M
U
3
UBS
Switzerland
$17.5M +$3.36M +223,478 +23%
Bank of America
4
Bank of America
North Carolina
$13.2M +$1.57M +104,375 +13%
Invesco
5
Invesco
Georgia
$10.6M -$2.52M -167,546 -19%
Morgan Stanley
6
Morgan Stanley
New York
$10.3M +$786K +52,278 +8%
LPL Financial
7
LPL Financial
California
$5.88M -$2.08M -138,356 -26%
Wells Fargo
8
Wells Fargo
California
$4.56M -$225K -14,948 -5%
AAM
9
Advisors Asset Management
Colorado
$3.44M -$2.28M -151,741 -40%
FTI
10
Fiduciary Trust International
Massachusetts
$3.31M -$895K -59,550 -21%
IMS
11
Index Management Solutions
Pennsylvania
$3.21M +$512K +34,068 +19%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.65M +$114K +7,554 +4%
JWM
13
Jacobus Wealth Management
Wisconsin
$2.59M +$111K +7,355 +4%
Ameriprise
14
Ameriprise
Minnesota
$2.46M +$936K +62,236 +60%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.27M +$160K +10,645 +7%
UAS
16
United Asset Strategies
New York
$2.2M +$674K +44,794 +43%
WS
17
Wedbush Securities
California
$1.43M +$91.8K +6,106 +7%
RJA
18
Raymond James & Associates
Florida
$1.32M -$1.58M -105,368 -54%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.32M +$161K +10,726 +14%
VC
20
Vicus Capital
Pennsylvania
$1.2M +$64.4K +4,286 +6%
OC
21
Oppenheimer & Co
New York
$1.13M +$1.15M +76,350 New
B
22
Baird
Wisconsin
$954K -$353K -23,493 -27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$940K +$293K +19,505 +44%
PFS
24
Prospera Financial Services
Texas
$831K +$843K +56,046 New
NGA
25
Naples Global Advisors
Florida
$811K +$257K +17,110 +46%