Eaton Vance Tax-Managed Buy-Write Opportunities Fund
91 hedge funds and large institutions have $113M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
0% less capital invested
Capital invested by funds: $113M → $113M (-$213K)
0.53% less ownership
Funds ownership: 11.66% → 11.13% (-0.53%)
1% less funds holding
Funds holding: 92 → 91 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$794K |
| 2 |
Morgan Stanley
New York
|
+$562K |
| 3 |
Millennium Management
New York
|
+$477K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$442K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.94M |
| 2 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$1.67M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$1.15M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$707K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$475K |
ETV Hedge Fund Activity: Q3 2017 in Review
91 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2017, worth a combined $113M — down 0.19% from $113M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ETV and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 39 added.
The largest buyer was Ameriprise, adding an estimated $794K. The largest seller was Cohen & Steers, cutting an estimated $1.94M.
- 91 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2017, down from 92 in Q2 2017.
- Funds reported $113M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2017, down 0.19% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2017 and 8 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2017 was Ameriprise, an estimated $794K added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2017 was Cohen & Steers, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2017.