Eaton Vance Tax-Managed Buy-Write Opportunities Fund
84 hedge funds and large institutions have $124M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 6 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
0% more capital invested
Capital invested by funds: $124M → $124M (+$319K)
0.24% less ownership
Funds ownership: 13.18% → 12.93% (-0.24%)
3% less funds holding
Funds holding: 87 → 84 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.2M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$297K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$247K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$2.3M |
| 2 |
Morgan Stanley
New York
|
-$2.24M |
| 3 |
Cohen & Steers
New York
|
-$601K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$475K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$374K |
ETV Hedge Fund Activity: Q3 2016 in Review
84 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2016, worth a combined $124M — up 0.26% from $124M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ETV and 4 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 35 added.
The largest buyer was LPL Financial, adding an estimated $1.2M. The largest seller was Fiduciary Trust International, cutting an estimated $2.3M.
- 84 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2016, down from 87 in Q2 2016.
- Funds reported $124M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2016, up 0.26% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2016 and 6 closed out, a net change of -2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2016 was LPL Financial, an estimated $1.2M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2016 was Fiduciary Trust International, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2016.