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Eaton Vance Tax-Managed Buy-Write Opportunities Fund

99 hedge funds and large institutions have $112M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

9% more funds holding

Funds holding: 9199 (+8)

0.1% less ownership

Funds ownership: 11.13%11.03% (-0.1%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$694K)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
32
Reduced
27
Closed
10
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
$20.1M +$1.23M +80,920 +7%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$9.77M +$249K +16,325 +3%
Cohen & Steers
3
Cohen & Steers
New York
$6.19M -$2.12M -139,353 -26%
Morgan Stanley
4
Morgan Stanley
New York
$6.1M +$313K +20,577 +5%
Invesco
5
Invesco
Georgia
$5.69M -$170K -11,140 -3%
FTI
6
Fiduciary Trust International
Massachusetts
$5.52M
Ameriprise
7
Ameriprise
Minnesota
$4.44M +$762K +50,070 +21%
Wells Fargo
8
Wells Fargo
California
$3.64M +$35.7K +2,347 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.44M +$122K +7,987 +4%
GC
10
Guggenheim Capital
Illinois
$3.22M -$1.23M -80,959 -28%
UBS Group
11
UBS Group
Switzerland
$3.2M -$808K -53,099 -20%
NGA
12
Naples Global Advisors
Florida
$2.94M +$49.1K +3,225 +2%
CRC
13
Curi RMB Capital
Illinois
$2.85M +$2.83M +185,728 New
MIAN
14
Mariner Independent Advisor Network
Kansas
$2.25M -$1.8M -118,341 -45%
MA
15
Mutual Advisors
Nebraska
$1.89M +$1.87M +123,118 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.85M +$27.3K +1,791 +2%
OC
17
Oppenheimer & Co
New York
$1.82M -$45.7K -3,000 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.78M -$394K -25,897 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.55M -$59.4K -3,899 -4%
RJA
20
Raymond James & Associates
Florida
$1.44M -$39.1K -2,566 -3%
VC
21
Vicus Capital
Pennsylvania
$1.27M -$34.7K -2,277 -3%
UAS
22
United Asset Strategies
New York
$1.14M +$1.13M +74,065 New
AG
23
Advisor Group
Arizona
$1.01M +$474K +31,134 +91%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$884K +$207K +13,571 +31%
Creative Planning
25
Creative Planning
Kansas
$864K -$165K -10,837 -16%