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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

106 hedge funds and large institutions have $167M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 105106 (+1)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

0.1% less ownership

Funds ownership: 18.25%18.15% (-0.1%)

2% less capital invested

Capital invested by funds: $170M → $167M (-$3.03M)

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
37
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$986K +$128K +14,468 +14%
AA
27
AQR Arbitrage
Connecticut
$943K -$1.04K -118 -0.1%
PAG
28
Private Advisor Group
New Jersey
$934K -$14.8K -1,672 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$627K -$55.8K -6,320 -8%
Stifel Financial
30
Stifel Financial
Missouri
$554K +$18K +2,032 +3%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$544K +$23.2K +2,628 +4%
SWP
32
Stratos Wealth Partners
Ohio
$533K +$11.3K +1,281 +2%
TPW
33
Tiller Private Wealth
Pennsylvania
$513K
WGA
34
Weather Gauge Advisory
Virginia
$484K -$4.34K -491 -0.9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$445K -$115K -13,018 -20%
1CP
36
1607 Capital Partners
Virginia
$410K -$124K -14,000 -23%
BRWA
37
B. Riley Wealth Advisors
Florida
$406K +$232K +26,203 +124%
WAM
38
Wolverine Asset Management
Illinois
$369K +$382K +43,257 New
SFS
39
Shaker Financial Services
Virginia
$355K +$367K +41,527 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$351K -$5.92K -670 -2%
HighTower Advisors
41
HighTower Advisors
Illinois
$350K -$12.8K -1,443 -3%
MA
42
Mutual Advisors
Nebraska
$325K +$102K +11,580 +44%
KC
43
Kingfisher Capital
North Carolina
$309K +$7.78K +881 +2%
EH
44
Equitable Holdings
New York
$306K
JCM
45
Jacobi Capital Management
Pennsylvania
$283K -$10.3K -1,163 -3%
RIL
46
Rothschild Investment LLC
Illinois
$268K +$11K +1,250 +4%
DADC
47
D.A. Davidson & Co
Montana
$267K +$37.1K +4,200 +16%
CA
48
Cornerstone Advisory
Maryland
$265K -$356K -40,251 -56%
SPIA
49
Steward Partners Investment Advisory
New York
$264K +$55.2K +6,250 +25%
CA
50
Claro Advisors
Massachusetts
$247K -$1.96K -222 -0.8%

ETW Hedge Fund Activity: Q3 2020 in Review

106 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2020, worth a combined $167M — down 1.8% from $170M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETW positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.82M. The largest seller was UBS Group, cutting an estimated $1.25M.

  • 106 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2020, up from 105 in Q2 2020.
  • Funds reported $167M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2020 was Franklin Resources, an estimated $1.82M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2020 was UBS Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2020.