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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

88 hedge funds and large institutions have $229M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

2.57% less ownership

Funds ownership: 20.59% → 18.02% (-2.6%)

5% less capital invested

Capital invested by funds: $242M → $229M (-$12.5M)

15% less funds holding

Funds holding: 103 → 88 (-15)

65% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
88
Holders Change
-15
Holders Change %
-14.56%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
37
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$4.98M
2
Bank of America
Bank of America
North Carolina
+$2.97M
3
Morgan Stanley
Morgan Stanley
New York
+$1.11M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$873K
5
GC
Guggenheim Capital
Illinois
+$612K

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$20M
2
UBS Group
UBS Group
Switzerland
-$4.07M
3
IMS
Index Management Solutions
Pennsylvania
-$3.35M
4
DA
Doliver Advisors
Texas
-$2.62M
5
SFS
Shaker Financial Services
Virginia
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
CFO4Life
Texas
$1.01M +$68.7K +5,901 +7%
PAG
27
Private Advisor Group
New Jersey
$933K -$52.7K -4,527 -5%
ASN
28
Advisory Services Network
Georgia
$753K +$117K +10,014 +19%
AWA
29
Arete Wealth Advisors
Illinois
$711K +$3.35K +288 +0.5%
RIL
30
Rothschild Investment LLC
Illinois
$703K -$29.1K -2,500 -4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$697K +$104K +8,948 +18%
HighTower Advisors
32
HighTower Advisors
Illinois
$684K +$51.4K +4,418 +8%
WS
33
Wedbush Securities
California
$680K -$69K -5,926 -9%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$659K -$1.44M -123,803 -69%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$480K -$17.9K -1,542 -4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$453K +$7.8K +670 +2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$418K +$6.4K +550 +2%
KC
38
Kingfisher Capital
North Carolina
$395K +$384 +33 +0.1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$377K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$374K +$352K +30,266 +2,491%
EVM
41
Eaton Vance Management
Massachusetts
$365K – – –
SWP
42
Stratos Wealth Partners
Ohio
$349K -$44.7K -3,838 -12%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$346K +$21K +1,805 +7%
RJT
44
Raymond James Trust
Florida
$344K – – –
Natixis Advisors
45
Natixis Advisors
Massachusetts
$328K +$35K +3,007 +12%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$299K -$42K -3,610 -13%
DA
47
Doliver Advisors
Texas
$296K -$2.62M -225,351 -90%
MGAM
48
McGowan Group Asset Management
Texas
$273K +$268K +23,001 New
CA
49
Cetera Advisors
Colorado
$269K -$11.1K -950 -4%
NPC
50
National Planning Corporation
California
$267K +$1.25K +107 +0.5%
1
2
3 4 5

ETW Hedge Fund Activity: Q1 2015 in Review

88 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2015, worth a combined $229M — down 5.2% from $242M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ETW and 7 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 37 added.

The largest buyer was Credit Suisse, adding an estimated $4.98M. The largest seller was Aviance Capital Management, exiting entirely with an estimated $20M sold.

  • 88 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2015, down from 103 in Q4 2014.
  • Funds reported $229M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2015, down 5.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2015 and 20 closed out, a net change of -13 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2015 was Credit Suisse, an estimated $4.98M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2015 was Aviance Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2015.