Eaton Vance Tax-Managed Buy-Write Opportunities Fund
88 hedge funds and large institutions have $114M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
0% more funds holding
Funds holding: 88 → 88 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
0.71% less ownership
Funds ownership: 12.49% → 11.78% (-0.71%)
3% less capital invested
Capital invested by funds: $118M → $114M (-$4.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$706K |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$351K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$4.05M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.47M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.34M |
| 4 |
Cohen & Steers
New York
|
-$1.23M |
| 5 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$535K |
ETV Hedge Fund Activity: Q1 2017 in Review
88 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q1 2017, worth a combined $114M — down 3.4% from $118M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ETV positions and 9 closed out — a net gain of 3 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $1.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $4.05M sold.
- 88 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $114M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q1 2017, down 3.4% quarter-over-quarter.
- 12 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q1 2017 and 9 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q1 2017 was MML Investors Services, an estimated $1.37M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2017.