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ETW

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

104 hedge funds and large institutions have $186M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

7% more funds holding

Funds holding: 97 → 104 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1.15% less ownership

Funds ownership: 18.45% → 17.3% (-1.1%)

14% less capital invested

Capital invested by funds: $216M → $186M (-$30.6M)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$2.24M
2
NMC
Nine Masts Capital
Hong Kong
+$2.19M
3
OFG
OTA Financial Group
New York
+$1.33M
4
FTI
Fiduciary Trust International
Massachusetts
+$1.25M
5
DA
Doliver Advisors
Texas
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$14.4M
2
Morgan Stanley
Morgan Stanley
New York
-$3.43M
3
Bank of America
Bank of America
North Carolina
-$3.37M
4
Invesco
Invesco
Georgia
-$1.34M
5
GC
Guggenheim Capital
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$1.09M +$1.14M +108,712 New
FAAS
27
First Allied Advisory Services
California
$1.06M +$124K +11,796 +13%
PHIMC
28
Private Harbour Investment Management & Counsel
Ohio
$1M -$110K -10,500 -10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$987K +$136K +12,964 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$879K +$70K +6,651 +8%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$857K +$13.8K +1,315 +2%
WAM
32
Weiss Asset Management
Massachusetts
$791K +$826K +78,509 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$701K -$33.1K -3,149 -4%
C
34
CFO4Life
Texas
$621K -$115K -10,891 -15%
FHA
35
Flagship Harbor Advisors
Massachusetts
$594K +$606K +57,633 New
Stifel Financial
36
Stifel Financial
Missouri
$565K +$42.1K +3,998 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$552K -$242 -23 -0%
Millennium Management
38
Millennium Management
New York
$527K +$433K +41,149 +367%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$502K +$35K +3,330 +7%
WS
40
Wedbush Securities
California
$492K +$48.8K +4,638 +10%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$490K -$46.9K -4,459 -8%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$432K +$452K +42,959 New
LWAC
43
Laurel Wealth Advisors (California)
California
$423K +$170K +16,200 +63%
M&T Bank
44
M&T Bank
New York
$410K -$5.06K -481 -1%
RIL
45
Rothschild Investment LLC
Illinois
$391K -$8.73K -830 -2%
IA
46
IFP Advisors
Florida
$362K -$49.8K -4,733 -12%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$361K -$558 -53 -0.1%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$327K +$28.1K +2,668 +9%
VKH
49
Virtu KCG Holdings
New York
$320K +$334K +31,738 New
EVM
50
Eaton Vance Management
Massachusetts
$314K – – –
1
2
3 4 5

ETW Hedge Fund Activity: Q4 2016 in Review

104 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2016, worth a combined $186M — down 14% from $216M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 13 closed out — a net gain of 9 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.24M. The largest seller was William Blair & Company, exiting entirely with an estimated $14.4M sold.

  • 104 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2016, up from 97 in Q3 2016.
  • Funds reported $186M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2016, down 14% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2016 and 13 closed out, a net change of +9 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $2.24M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2016 was William Blair & Company, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2016.