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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

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

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

10% more funds holding

Funds holding: 100110 (+10)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.75% less ownership

Funds ownership: 15.2%14.44% (-0.75%)

24% less capital invested

Capital invested by funds: $195M → $148M (-$46.9M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.23M +$20.7K +1,935 +2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$49.6K -4,640 -4%
WAM
28
Weiss Asset Management
Massachusetts
$1.13M +$1.27M +118,959 New
PAG
29
Private Advisor Group
New Jersey
$1.08M +$14.5K +1,357 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.05M +$191K +17,901 +19%
TPW
31
Tiller Private Wealth
Pennsylvania
$1.02M -$19.3K -1,804 -2%
RBFC
32
Roman Butler Fullerton & Co
Missouri
$1M +$1.09M +101,958 New
TA
33
Tiedemann Advisors
New York
$855K
SFS
34
Shaker Financial Services
Virginia
$803K +$901K +84,290 New
HighTower Advisors
35
HighTower Advisors
Illinois
$688K -$4.3K -402 -0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$636K +$713K +66,737 New
WGA
37
Weather Gauge Advisory
Virginia
$591K +$663K +62,012 New
PHIMC
38
Private Harbour Investment Management & Counsel
Ohio
$532K -$139K -13,025 -19%
Stifel Financial
39
Stifel Financial
Missouri
$526K -$39K -3,648 -6%
SWP
40
Stratos Wealth Partners
Ohio
$517K -$497K -46,465 -46%
OFG
41
OTA Financial Group
New York
$441K +$495K +46,293 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$429K
Creative Planning
43
Creative Planning
Kansas
$419K +$31.4K +2,941 +7%
CG
44
CFO4Life Group
Texas
$383K +$11K +1,033 +3%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$373K +$36.6K +3,424 +10%
JCM
46
Jacobi Capital Management
Pennsylvania
$370K +$61.6K +5,762 +17%
EPA
47
Element Pointe Advisors
Florida
$342K +$383K +35,849 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$331K +$355K +33,230 +2,087%
RIL
49
Rothschild Investment LLC
Illinois
$330K
KC
50
Kingfisher Capital
North Carolina
$293K +$8.45K +790 +3%

ETW Hedge Fund Activity: Q4 2018 in Review

110 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2018, worth a combined $148M — down 24% from $195M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETW positions and 15 closed out — a net gain of 10 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $1.69M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $9.63M sold.

  • 110 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2018, up from 100 in Q3 2018.
  • Funds reported $148M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2018, down 24% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2018 and 15 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2018 was Alpine Global Management, an estimated $1.69M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $9.63M sold.

Based on aggregated 13F filings for Q4 2018.