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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

105 hedge funds and large institutions have $123M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

8% more funds holding

Funds holding: 97 → 105 (+8)

5% more capital invested

Capital invested by funds: $117M → $123M (+$6.4M)

0.29% less ownership

Funds ownership: 10.67% → 10.38% (-0.29%)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
+$2.42M
2
NMC
Nine Masts Capital
Hong Kong
+$1.65M
3
Ameriprise
Ameriprise
Minnesota
+$890K
4
UBS Group
UBS Group
Switzerland
+$810K
5
Morgan Stanley
Morgan Stanley
New York
+$795K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$9.08M
2
Cohen & Steers
Cohen & Steers
New York
-$1.42M
3
Millennium Management
Millennium Management
New York
-$269K
4
CF
Centaurus Financial
California
-$266K
5
FNBT
FineMark National Bank & Trust
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24M +$392K +24,595 +2%
Morgan Stanley
2
Morgan Stanley
New York
$8.66M +$795K +49,866 +10%
Invesco
3
Invesco
Georgia
$6.23M +$274K +17,160 +5%
FTI
4
Fiduciary Trust International
Massachusetts
$5.74M – – –
Ameriprise
5
Ameriprise
Minnesota
$5.51M +$890K +55,788 +19%
GC
6
Guggenheim Capital
Illinois
$4.9M +$754K +47,293 +18%
UBS Group
7
UBS Group
Switzerland
$4.48M +$810K +50,814 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.46M +$45K +2,821 +1%
Wells Fargo
9
Wells Fargo
California
$3.97M +$144K +9,054 +4%
NGA
10
Naples Global Advisors
Florida
$3.4M +$94.5K +5,925 +3%
CRC
11
Curi RMB Capital
Illinois
$3.23M +$48.1K +3,014 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3M +$756K +47,389 +34%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.52M +$213K +13,376 +9%
MIAN
14
Mariner Independent Advisor Network
Kansas
$2.43M +$2.42M +151,952 New
MA
15
Mutual Advisors
Nebraska
$2.12M +$44.5K +2,788 +2%
OC
16
Oppenheimer & Co
New York
$2.02M +$186K +11,675 +10%
Cohen & Steers
17
Cohen & Steers
New York
$1.96M -$1.42M -88,980 -42%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.78M -$79.8K -5,003 -4%
AG
19
Advisor Group
Arizona
$1.71M +$695K +43,580 +70%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.69M -$9.08M -569,625 -84%
NMC
21
Nine Masts Capital
Hong Kong
$1.66M +$1.65M +103,200 New
RJA
22
Raymond James & Associates
Florida
$1.61M +$127K +7,958 +9%
LPL Financial
23
LPL Financial
California
$1.48M +$173K +10,876 +13%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.33M +$36.7K +2,299 +3%
AI
25
Atria Investments
North Carolina
$1.29M +$142K +8,898 +12%
1
2 3 4 5

ETV Hedge Fund Activity: Q3 2018 in Review

105 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2018, worth a combined $123M — up 5.5% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETV positions and 7 closed out — a net gain of 9 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $2.42M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $9.08M.

  • 105 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2018, up from 97 in Q2 2018.
  • Funds reported $123M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2018, up 5.5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2018 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2018.