ETW

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

Overview Fund Activity

101 hedge funds and large institutions have $217M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
33
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.24M
2
UBS Group
UBS Group
Switzerland
+$1.2M
3
Ameriprise
Ameriprise
Minnesota
+$1.09M
4
Cohen & Steers
Cohen & Steers
New York
+$870K
5
Bank of America
Bank of America
North Carolina
+$515K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.42M
2
Creative Planning
Creative Planning
Kansas
-$2.34M
3
Invesco
Invesco
Georgia
-$1.6M
4
PAG
Private Advisor Group
New Jersey
-$985K
5
OFG
OTA Financial Group
New York
-$911K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHIMC
26
Private Harbour Investment Management & Counsel
Ohio
$1.16M -$17.9K -1,500 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$87.1K +7,307 +8%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.08M +$4.77K +400 +0.4%
LPL Financial
29
LPL Financial
California
$937K -$42.3K -3,552 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$924K +$15.4K +1,294 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$898K +$10.7K +898 +1%
SWP
32
Stratos Wealth Partners
Ohio
$666K +$31.5K +2,645 +5%
Creative Planning
33
Creative Planning
Kansas
$631K -$2.34M -196,641 -79%
CG
34
CFO4Life Group
Texas
$613K +$632 +53 +0.1%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$612K -$116K -9,750 -16%
Stifel Financial
36
Stifel Financial
Missouri
$602K +$75.1K +6,280 +14%
LWAC
37
Laurel Wealth Advisors (California)
California
$589K +$95.3K +8,000 +19%
AG
38
Advisor Group
Arizona
$540K +$282K +23,645 +109%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$477K – – –
WS
40
Wedbush Securities
California
$458K -$101K -8,492 -18%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$455K -$19.9K -1,669 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$449K -$87.2K -7,314 -16%
RIL
43
Rothschild Investment LLC
Illinois
$436K – – –
FWM
44
Frontier Wealth Management
Missouri
$398K +$2.68K +225 +0.7%
IA
45
IFP Advisors
Florida
$379K -$51.3K -4,301 -12%
JCM
46
Jacobi Capital Management
Pennsylvania
$345K +$17.6K +1,449 +5%
KC
47
Kingfisher Capital
North Carolina
$333K -$10.4K -870 -3%
APA
48
American Portfolios Advisors
New York
$330K +$330K +27,707 New
GXMC
49
Global X Management Company
New York
$321K +$17.3K +1,453 +6%
EVM
50
Eaton Vance Management
Massachusetts
$311K -$34.6K -2,901 -10%
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