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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

97 hedge funds and large institutions have $216M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $206M → $216M (+$10.4M)

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 18.61%18.45% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
32
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$998K +$69.1K +6,402 +8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$936K +$311K +28,840 +51%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$922K -$44.1K -4,088 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$888K -$18.9K -1,749 -2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$800K +$47.1K +4,359 +6%
C
31
CFO4Life
Texas
$799K -$66.2K -6,135 -8%
HighTower Advisors
32
HighTower Advisors
Illinois
$606K +$15.8K +1,462 +3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$585K -$21.6K -2,002 -4%
Stifel Financial
34
Stifel Financial
Missouri
$575K +$104K +9,643 +23%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$512K -$404K -37,442 -45%
WS
36
Wedbush Securities
California
$487K +$48.7K +4,513 +11%
M&T Bank
37
M&T Bank
New York
$454K +$21.3K +1,970 +5%
IA
38
IFP Advisors
Florida
$448K -$106K -9,837 -19%
RIL
39
Rothschild Investment LLC
Illinois
$437K +$21.6K +2,000 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$395K -$10.1K -931 -3%
EVM
41
Eaton Vance Management
Massachusetts
$343K +$5.18K +480 +2%
KC
42
Kingfisher Capital
North Carolina
$332K +$1.33K +123 +0.4%
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$328K +$126K +11,653 +64%
LWAC
44
Laurel Wealth Advisors (California)
California
$285K +$279K +25,850 New
FWM
45
Frontier Wealth Management
Missouri
$280K -$16.2K -1,500 -6%
BTS
46
BB&T Securities
Virginia
$273K -$132K -12,250 -33%
CAN
47
Cetera Advisor Networks
California
$267K +$69.2K +6,408 +36%
PA
48
Pinnacle Associates
New York
$253K
SWP
49
Stratos Wealth Partners
Ohio
$249K +$4.25K +394 +2%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$246K +$241K +22,342 New

ETW Hedge Fund Activity: Q3 2016 in Review

97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2016, worth a combined $216M — up 5.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETW positions and 8 closed out — a net gain of 1 holder — while 32 added to existing stakes and 34 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.31M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $3.15M sold.

  • 97 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2016, up from 96 in Q2 2016.
  • Funds reported $216M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2016, up 5.1% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2016 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $5.31M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2016 was Lazard Asset Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2016.