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ETW

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

94 hedge funds and large institutions have $204M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

2% more funds holding

Funds holding: 92 → 94 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $205M → $204M (-$441K)

0.38% less ownership

Funds ownership: 16.6% → 16.22% (-0.38%)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
33
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.78M
2
TA
Tiedemann Advisors
New York
+$1.05M
3
ASN
Advisory Services Network
Georgia
+$398K
4
Morgan Stanley
Morgan Stanley
New York
+$341K
5
CF
Centaurus Financial
California
+$340K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.27M
2
Cohen & Steers
Cohen & Steers
New York
-$2.2M
3
UIC
Uniplan Investment Counsel
Wisconsin
-$1.44M
4
GC
Guggenheim Capital
Illinois
-$906K
5
TPW
Tiller Private Wealth
Pennsylvania
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$1.33M +$94.5K +8,051 +8%
SWP
27
Stratos Wealth Partners
Ohio
$1.2M +$264K +22,525 +28%
LPL Financial
28
LPL Financial
California
$1.07M +$155K +13,200 +17%
TA
29
Tiedemann Advisors
New York
$1.06M +$1.05M +89,700 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$988K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$937K -$135K -11,501 -13%
HighTower Advisors
32
HighTower Advisors
Illinois
$919K +$31.2K +2,662 +4%
PHIMC
33
Private Harbour Investment Management & Counsel
Ohio
$802K -$29.3K -2,500 -4%
Stifel Financial
34
Stifel Financial
Missouri
$661K -$95.4K -8,128 -13%
AG
35
Advisor Group
Arizona
$627K +$142K +12,139 +30%
Creative Planning
36
Creative Planning
Kansas
$598K -$14.7K -1,250 -2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$531K – – –
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$521K +$1.41K +120 +0.3%
CG
39
CFO4Life Group
Texas
$479K +$10.3K +880 +2%
RIL
40
Rothschild Investment LLC
Illinois
$409K -$19.9K -1,700 -5%
WS
41
Wedbush Securities
California
$405K +$1.97K +168 +0.5%
FWM
42
Frontier Wealth Management
Missouri
$382K – – –
GXMC
43
Global X Management Company
New York
$378K +$19.9K +1,692 +6%
JCM
44
Jacobi Capital Management
Pennsylvania
$371K +$25.5K +2,174 +7%
IA
45
IFP Advisors
Florida
$368K -$7.51K -640 -2%
PAG
46
Private Advisor Group
New Jersey
$362K -$636K -54,167 -64%
KC
47
Kingfisher Capital
North Carolina
$346K +$7.91K +674 +2%
EVM
48
Eaton Vance Management
Massachusetts
$345K -$343K -29,209 -50%
CF
49
Centaurus Financial
California
$342K +$340K +28,970 New
APA
50
American Portfolios Advisors
New York
$327K – – –
1
2
3 4 5

ETW Hedge Fund Activity: Q2 2018 in Review

94 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2018, worth a combined $204M — down 0.22% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETW positions and 8 closed out — a net gain of 3 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $1.78M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $2.27M.

  • 94 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2018, up from 92 in Q1 2018.
  • Funds reported $204M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2018, down 0.22% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2018 and 8 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2018 was Bank of America, an estimated $1.78M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2018.