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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

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

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

9% more funds holding

Funds holding: 93101 (+8)

0% more capital invested

Capital invested by funds: $216M → $217M (+$545K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 17.18%17.1% (-0.07%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
26
Private Harbour Investment Management & Counsel
Ohio
$1.16M -$17.8K -1,500 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$86.5K +7,307 +8%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.08M +$4.74K +400 +0.4%
LPL Financial
29
LPL Financial
California
$937K -$42.1K -3,552 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$924K +$15.3K +1,294 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$898K +$10.6K +898 +1%
SWP
32
Stratos Wealth Partners
Ohio
$666K +$31.3K +2,645 +5%
Creative Planning
33
Creative Planning
Kansas
$631K -$2.33M -196,641 -79%
CG
34
CFO4Life Group
Texas
$613K +$628 +53 +0.1%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$612K -$115K -9,750 -16%
Stifel Financial
36
Stifel Financial
Missouri
$602K +$74.4K +6,280 +14%
LWAC
37
Laurel Wealth Advisors (California)
California
$589K +$94.7K +8,000 +19%
AG
38
Advisor Group
Arizona
$540K +$280K +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 -$19.8K -1,669 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$449K -$86.6K -7,314 -16%
RIL
43
Rothschild Investment LLC
Illinois
$436K
FWM
44
Frontier Wealth Management
Missouri
$398K +$2.67K +225 +0.7%
IA
45
IFP Advisors
Florida
$379K -$50.9K -4,301 -12%
JCM
46
Jacobi Capital Management
Pennsylvania
$345K +$17.2K +1,449 +5%
KC
47
Kingfisher Capital
North Carolina
$333K -$10.3K -870 -3%
APA
48
American Portfolios Advisors
New York
$330K +$328K +27,707 New
GXMC
49
Global X Management Company
New York
$321K +$17.2K +1,453 +6%
EVM
50
Eaton Vance Management
Massachusetts
$311K -$34.4K -2,901 -10%

ETW Hedge Fund Activity: Q4 2017 in Review

101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2017, worth a combined $217M — up 0.25% from $216M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETW positions and 12 closed out — a net gain of 8 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.

  • 101 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $217M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2017, up 0.25% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2017 and 12 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $2.22M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2017 was Morgan Stanley, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2017.