ETW

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

Overview Fund Activity

110 hedge funds and large institutions have $148M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
31
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$1.51M
2
WAM
Weiss Asset Management
Massachusetts
+$1.13M
3
SFS
Shaker Financial Services
Virginia
+$803K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$717K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$636K

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$9.63M
2
GC
Guggenheim Capital
Illinois
-$3.37M
3
UBS Group
UBS Group
Switzerland
-$1.64M
4
AAM
Advisors Asset Management
Colorado
-$938K
5
Morgan Stanley
Morgan Stanley
New York
-$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.23M +$18.4K +1,935 +2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$44.2K -4,640 -4%
WAM
28
Weiss Asset Management
Massachusetts
$1.13M +$1.13M +118,959 New
PAG
29
Private Advisor Group
New Jersey
$1.08M +$12.9K +1,357 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.05M +$171K +17,901 +19%
TPW
31
Tiller Private Wealth
Pennsylvania
$1.02M -$17.2K -1,804 -2%
RBFC
32
Roman Butler Fullerton & Co
Missouri
$1M +$1M +101,958 New
TA
33
Tiedemann Advisors
New York
$855K – – –
SFS
34
Shaker Financial Services
Virginia
$803K +$803K +84,290 New
HighTower Advisors
35
HighTower Advisors
Illinois
$688K -$3.84K -402 -0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$636K +$636K +66,737 New
WGA
37
Weather Gauge Advisory
Virginia
$591K +$591K +62,012 New
PHIMC
38
Private Harbour Investment Management & Counsel
Ohio
$532K -$124K -13,025 -19%
Stifel Financial
39
Stifel Financial
Missouri
$526K -$34.8K -3,648 -6%
SWP
40
Stratos Wealth Partners
Ohio
$517K -$442K -46,465 -46%
OFG
41
OTA Financial Group
New York
$441K +$441K +46,293 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$429K – – –
Creative Planning
43
Creative Planning
Kansas
$419K +$28K +2,941 +7%
CG
44
CFO4Life Group
Texas
$383K +$9.85K +1,033 +3%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$373K +$32.6K +3,424 +10%
JCM
46
Jacobi Capital Management
Pennsylvania
$370K +$55K +5,762 +17%
EPA
47
Element Pointe Advisors
Florida
$342K +$342K +35,849 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$331K +$316K +33,230 +2,087%
RIL
49
Rothschild Investment LLC
Illinois
$330K – – –
KC
50
Kingfisher Capital
North Carolina
$293K +$7.53K +790 +3%
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