Eaton Vance Tax-Managed Buy-Write Opportunities Fund
88 hedge funds and large institutions have $118M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
5% more funds holding
Funds holding: 84 → 88 (+4)
0.44% less ownership
Funds ownership: 12.93% → 12.49% (-0.44%)
5% less capital invested
Capital invested by funds: $124M → $118M (-$6.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$2.29M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$845K |
| 4 |
LPL Financial
San Diego,
California
|
+$427K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.06M |
| 2 |
Morgan Stanley
New York
|
-$3.05M |
| 3 |
Cohen & Steers
New York
|
-$1.99M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.61M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$540K |
ETV Hedge Fund Activity: Q4 2016 in Review
88 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2016, worth a combined $118M — down 4.9% from $124M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ETV positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 24 trimmed.
The largest buyer was Fiduciary Trust International, adding an estimated $2.29M. The largest seller was Guggenheim Capital, cutting an estimated $3.06M.
- 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2016, up from 84 in Q3 2016.
- Funds reported $118M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2016, down 4.9% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2016 and 6 closed out, a net change of +7 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2016 was Fiduciary Trust International, an estimated $2.29M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2016 was Guggenheim Capital, an estimated $3.06M sold.
Based on aggregated 13F filings for Q4 2016.