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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

94 hedge funds and large institutions have $207M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $201M → $207M (+$6.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 17.3%17.08% (-0.22%)

2% less funds holding

Funds holding: 9694 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
37
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$1.06M +$35.2K +3,108 +3%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$956K -$333K -29,400 -26%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$882K +$104K +9,210 +13%
LPL Financial
29
LPL Financial
California
$837K -$4.07M -358,767 -83%
WS
30
Wedbush Securities
California
$728K +$83K +7,322 +13%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$695K +$11.6K +1,027 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$691K +$13.7K +1,211 +2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$679K +$32.9K +2,905 +5%
CG
34
CFO4Life Group
Texas
$673K +$15.1K +1,330 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$635K +$91.5K +8,077 +17%
Stifel Financial
36
Stifel Financial
Missouri
$517K -$5.78K -510 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$507K -$4.59K -405 -0.9%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$496K -$21.3K -1,877 -4%
SWP
39
Stratos Wealth Partners
Ohio
$495K +$120K +10,560 +32%
LWAC
40
Laurel Wealth Advisors (California)
California
$471K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$455K
RIL
42
Rothschild Investment LLC
Illinois
$434K -$2.83K -250 -0.7%
IA
43
IFP Advisors
Florida
$411K +$6.8K +600 +2%
FWM
44
Frontier Wealth Management
Missouri
$376K +$14.7K +1,300 +4%
EVM
45
Eaton Vance Management
Massachusetts
$344K -$10.8K -955 -3%
KC
46
Kingfisher Capital
North Carolina
$332K -$4.31K -380 -1%
GXMC
47
Global X Management Company
New York
$284K
PA
48
Pinnacle Associates
New York
$269K
HCM
49
Hollencrest Capital Management
California
$263K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$261K +$21.8K +1,922 +9%

ETW Hedge Fund Activity: Q2 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2017, worth a combined $207M — up 3% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETW and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $2M. The largest seller was LPL Financial, cutting an estimated $4.07M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2017, down from 96 in Q1 2017.
  • Funds reported $207M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2017, up 3% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2017 was Bank of America, an estimated $2M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2017 was LPL Financial, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2017.