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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

80 hedge funds and large institutions have $251M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

4% more funds holding

Funds holding: 7780 (+3)

1% more capital invested

Capital invested by funds: $248M → $251M (+$2.99M)

1.04% less ownership

Funds ownership: 20.5%19.46% (-1%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
32
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.04M +$1.01M +85,682 New
Citigroup
27
Citigroup
New York
$1.01M +$6.25K +528 +0.6%
IMS
28
Index Management Solutions
Pennsylvania
$968K +$684K +57,795 +260%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$832K +$43.8K +3,700 +6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$795K -$226K -19,081 -22%
RIL
31
Rothschild Investment LLC
Illinois
$793K -$37.3K -3,150 -5%
WA
32
WFG Advisors
Texas
$736K +$3.74K +316 +0.5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$633K +$27.1K +2,292 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$559K -$26.8K -2,262 -5%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$535K +$13.1K +1,106 +3%
WS
36
Wedbush Securities
California
$484K +$103K +8,673 +28%
AWA
37
Arete Wealth Advisors
Illinois
$433K +$427K +36,045 New
KC
38
Kingfisher Capital
North Carolina
$417K +$5.27K +445 +1%
HighTower Advisors
39
HighTower Advisors
Illinois
$387K -$144K -12,156 -28%
Deutsche Bank
40
Deutsche Bank
Germany
$386K -$532K -44,942 -58%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$365K -$37.1K -3,139 -9%
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$358K -$59.6K -5,035 -15%
EVM
43
Eaton Vance Management
Massachusetts
$341K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$331K
TRCT
45
Tower Research Capital (TRC)
New York
$309K +$205K +17,358 +212%
NPC
46
National Planning Corporation
California
$300K +$12.4K +1,050 +4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$297K +$40.9K +3,453 +16%
RJT
48
Raymond James Trust
Florida
$268K +$24.9K +2,100 +10%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$264K -$9.47K -800 -4%
RVP
50
Relative Value Partners
Illinois
$254K -$240K -20,251 -49%

ETW Hedge Fund Activity: Q4 2013 in Review

80 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2013, worth a combined $251M — up 1.2% from $248M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Insight 2811 Inc, opening a new position worth an estimated $3.08M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.2M sold.

  • 80 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2013, up from 77 in Q3 2013.
  • Funds reported $251M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2013, up 1.2% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2013 was Insight 2811 Inc, an estimated $3.08M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2013 was Rivernorth Capital Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2013.