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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

103 hedge funds and large institutions have $166M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0% more capital invested

Capital invested by funds: $166M → $166M (+$675K)

0.27% more ownership

Funds ownership: 15.76%16.04% (+0.27%)

5% less funds holding

Funds holding: 108103 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.13M -$1.17M -121,838 -51%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.09M +$7.41K +770 +0.7%
PAG
28
Private Advisor Group
New Jersey
$1.08M -$18K -1,869 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.06M +$6.03K +627 +0.6%
Wells Fargo
30
Wells Fargo
California
$993K -$660K -68,588 -40%
CAC
31
Certified Advisory Corp
Florida
$900K -$208K -21,629 -19%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$891K +$22.1K +2,297 +3%
TA
33
Tiedemann Advisors
New York
$867K
Stifel Financial
34
Stifel Financial
Missouri
$766K +$162K +16,813 +27%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$706K +$228K +23,663 +48%
TPW
36
Tiller Private Wealth
Pennsylvania
$671K +$78.4K +8,145 +13%
WGA
37
Weather Gauge Advisory
Virginia
$605K +$2.33K +242 +0.4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$601K +$2.81K +292 +0.5%
HighTower Advisors
39
HighTower Advisors
Illinois
$595K -$3.96K -412 -0.7%
SWP
40
Stratos Wealth Partners
Ohio
$567K -$2.3K -239 -0.4%
EPA
41
Element Pointe Advisors
Florida
$414K
JCM
42
Jacobi Capital Management
Pennsylvania
$372K -$10K -1,043 -3%
PHIMC
43
Private Harbour Investment Management & Counsel
Ohio
$338K -$22.1K -2,300 -6%
RIL
44
Rothschild Investment LLC
Illinois
$330K
KC
45
Kingfisher Capital
North Carolina
$318K +$7.08K +736 +2%
Creative Planning
46
Creative Planning
Kansas
$314K
FHA
47
Flagship Harbor Advisors
Massachusetts
$293K -$12K -1,250 -4%
DADC
48
D.A. Davidson & Co
Montana
$282K -$9.62K -1,000 -3%
CG
49
CFO4Life Group
Texas
$277K -$102K -10,629 -27%
APA
50
American Portfolios Advisors
New York
$276K

ETW Hedge Fund Activity: Q3 2019 in Review

103 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2019, worth a combined $166M — up 0.41% from $166M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETW and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.14M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.19M sold.

  • 103 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2019, down from 108 in Q2 2019.
  • Funds reported $166M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2019, up 0.41% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2019 and 11 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $3.14M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2019 was Wolverine Asset Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.