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ETW

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

100 hedge funds and large institutions have $195M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

6% more funds holding

Funds holding: 94 → 100 (+6)

5% less capital invested

Capital invested by funds: $204M → $195M (-$9.48M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.02% less ownership

Funds ownership: 16.22% → 15.2% (-1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$971K
2
ST
Spinnaker Trust
Maine
+$704K
3
LPL Financial
LPL Financial
California
+$642K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$540K
5
AG
Advisor Group
Arizona
+$505K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.53M
2
TPW
Tiller Private Wealth
Pennsylvania
-$5.51M
3
UIC
Uniplan Investment Counsel
Wisconsin
-$1.25M
4
Bank of America
Bank of America
North Carolina
-$953K
5
Ameriprise
Ameriprise
Minnesota
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$87.6K +7,300 +6%
PAG
27
Private Advisor Group
New Jersey
$1.34M +$971K +80,944 +265%
TPW
28
Tiller Private Wealth
Pennsylvania
$1.3M -$5.51M -458,903 -81%
SWP
29
Stratos Wealth Partners
Ohio
$1.21M -$9.84K -820 -0.8%
AG
30
Advisor Group
Arizona
$1.14M +$505K +42,083 +79%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.11M +$77.5K +6,459 +8%
TA
32
Tiedemann Advisors
New York
$1.08M – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$954K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$871K -$65.3K -5,439 -7%
PHIMC
35
Private Harbour Investment Management & Counsel
Ohio
$829K +$10.8K +900 +1%
Stifel Financial
36
Stifel Financial
Missouri
$707K +$35K +2,914 +5%
ST
37
Spinnaker Trust
Maine
$705K +$704K +58,675 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$541K – – –
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$525K -$5.86K -488 -1%
Creative Planning
40
Creative Planning
Kansas
$494K -$115K -9,606 -19%
CG
41
CFO4Life Group
Texas
$471K -$17.8K -1,485 -4%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$430K +$429K +35,724 New
RIL
43
Rothschild Investment LLC
Illinois
$417K – – –
WS
44
Wedbush Securities
California
$415K +$2K +167 +0.5%
JCM
45
Jacobi Capital Management
Pennsylvania
$397K +$19.2K +1,602 +5%
IA
46
IFP Advisors
Florida
$375K +$528 +44 +0.1%
KC
47
Kingfisher Capital
North Carolina
$360K +$8.05K +671 +2%
EVM
48
Eaton Vance Management
Massachusetts
$351K – – –
APA
49
American Portfolios Advisors
New York
$343K +$10.1K +840 +3%
MA
50
Mutual Advisors
Nebraska
$320K +$19.8K +1,650 +7%
1
2
3 4 5

ETW Hedge Fund Activity: Q3 2018 in Review

100 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2018, worth a combined $195M — down 4.6% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $8.53M.

  • 100 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2018, up from 94 in Q2 2018.
  • Funds reported $195M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2018 was Private Advisor Group, an estimated $971K added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2018 was Morgan Stanley, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2018.