Eaton Vance Tax-Managed Buy-Write Opportunities Fund
97 hedge funds and large institutions have $117M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 11 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
0% more capital invested
Capital invested by funds: $116M → $117M (+$328K)
0.2% less ownership
Funds ownership: 10.87% → 10.67% (-0.2%)
3% less funds holding
Funds holding: 100 → 97 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.24M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$826K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$689K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$5.71M |
| 2 |
Cohen & Steers
New York
|
-$3.06M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$601K |
| 4 |
JG
Jefferies Group
New York
|
-$400K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$361K |
ETV Hedge Fund Activity: Q2 2018 in Review
97 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2018, worth a combined $117M — up 0.28% from $116M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ETV and 9 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 41 added.
The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.71M sold.
- 97 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2018, down from 100 in Q1 2018.
- Funds reported $117M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2018, up 0.28% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2018 and 11 closed out, a net change of -2 holders.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2018 was Morgan Stanley, an estimated $1.24M added.
- The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $5.71M sold.
Based on aggregated 13F filings for Q2 2018.