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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

89 hedge funds and large institutions have $129M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 8889 (+1)

0.01% more ownership

Funds ownership: 13.75%13.77% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $133M → $129M (-$4.19M)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
34
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.7M -$107K -7,471 -0.7%
GC
2
Guggenheim Capital
Illinois
$14.5M -$821K -57,568 -6%
Cohen & Steers
3
Cohen & Steers
New York
$14.2M +$18.3K +1,281 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M -$704K -49,354 -7%
Invesco
5
Invesco
Georgia
$9.49M +$415K +29,113 +5%
LPL Financial
6
LPL Financial
California
$7.5M -$491K -34,409 -6%
FTI
7
Fiduciary Trust International
Massachusetts
$5.56M +$285K +20,000 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.53M +$765K +53,645 +17%
Wells Fargo
9
Wells Fargo
California
$4M -$319K -22,386 -8%
JWM
10
Jacobus Wealth Management
Wisconsin
$3.3M +$297K +20,835 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.62M +$651K +45,626 +34%
Ameriprise
12
Ameriprise
Minnesota
$2.44M +$120K +8,429 +5%
UBS Group
13
UBS Group
Switzerland
$2.44M -$218K -15,253 -8%
NGA
14
Naples Global Advisors
Florida
$2.39M +$57.9K +4,060 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2M +$40.8K +2,859 +2%
MIAN
16
Mariner Independent Advisor Network
Kansas
$1.99M +$1.95M +136,557 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.45M +$109K +7,634 +8%
EFS
18
Essex Financial Services
Connecticut
$1.38M -$795K -55,725 -37%
UAS
19
United Asset Strategies
New York
$1.38M +$15.5K +1,085 +1%
OC
20
Oppenheimer & Co
New York
$1.32M +$107K +7,500 +9%
Goldman Sachs
21
Goldman Sachs
New York
$1.26M +$312K +21,903 +34%
VC
22
Vicus Capital
Pennsylvania
$1.25M +$40K +2,802 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.07M +$364K +25,529 +54%
RJA
24
Raymond James & Associates
Florida
$821K +$78.4K +5,501 +11%
AIG
25
American International Group
New York
$802K -$413K -28,975 -35%