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ETV

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 14 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

6% more funds holding

Funds holding: 8388 (+5)

0.4% less ownership

Funds ownership: 12.89%12.49% (-0.4%)

5% less capital invested

Capital invested by funds: $124M → $118M (-$5.68M)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
27
Reduced
24
Closed
6
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 +$393K +26,558 +2%
Cohen & Steers
2
Cohen & Steers
New York
$11.7M -$1.99M -134,714 -15%
GC
3
Guggenheim Capital
Illinois
$8.81M -$3.06M -206,358 -26%
Invesco
4
Invesco
Georgia
$8.45M -$1.61M -108,822 -16%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.27M +$2.1M +141,706 +34%
LPL Financial
6
LPL Financial
California
$5.47M +$427K +28,846 +9%
Morgan Stanley
7
Morgan Stanley
New York
$5.13M -$3.05M -205,902 -37%
FTI
8
Fiduciary Trust International
Massachusetts
$4.13M +$2.29M +154,535 +125%
MIAN
9
Mariner Independent Advisor Network
Kansas
$4.05M -$257K -17,360 -6%
Wells Fargo
10
Wells Fargo
California
$3.56M -$94K -6,347 -3%
JWM
11
Jacobus Wealth Management
Wisconsin
$3.4M -$26.2K -1,768 -0.8%
UBS Group
12
UBS Group
Switzerland
$3.04M +$845K +57,074 +39%
Ameriprise
13
Ameriprise
Minnesota
$2.92M +$102K +6,907 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.9M +$94.6K +6,387 +3%
NGA
15
Naples Global Advisors
Florida
$2.58M +$21.5K +1,450 +0.8%
UAS
16
United Asset Strategies
New York
$1.93M +$72.3K +4,883 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.66M -$540K -36,462 -25%
OC
18
Oppenheimer & Co
New York
$1.63M +$66.6K +4,500 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.61M +$39.2K +2,650 +3%
RJA
20
Raymond James & Associates
Florida
$1.44M
VC
21
Vicus Capital
Pennsylvania
$1.31M -$40.6K -2,739 -3%
MFS
22
MSI Financial Services
Massachusetts
$1.22M -$229K -15,436 -16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$739K -$482K -32,561 -40%
Goldman Sachs
24
Goldman Sachs
New York
$737K +$131K +8,851 +22%
EFS
25
Essex Financial Services
Connecticut
$736K -$205K -13,825 -22%