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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

121 hedge funds and large institutions have $193M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 119121 (+2)

2% more capital invested

Capital invested by funds: $189M → $193M (+$3.75M)

0.79% less ownership

Funds ownership: 18.2%17.41% (-0.79%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
50
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.41M
AWA
27
Arkadios Wealth Advisors
Georgia
$1.37M -$8.77K -888 -0.7%
COLIM
28
City of London Investment Management
United Kingdom
$1.14M -$191K -19,345 -15%
PAG
29
Private Advisor Group
New Jersey
$1.09M -$35.8K -3,627 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$887K +$228K +23,087 +37%
TPW
31
Tiller Private Wealth
Pennsylvania
$743K +$38.9K +3,939 +6%
CAC
32
Certified Advisory Corp
Florida
$737K +$705K +71,430 New
CF
33
Centaurus Financial
California
$735K +$476K +48,256 +210%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$496K +$16.5K +1,671 +4%
Mariner
35
Mariner
Kansas
$488K +$467K +47,266 New
SWP
36
Stratos Wealth Partners
Ohio
$481K -$121K -12,292 -21%
WGA
37
Weather Gauge Advisory
Virginia
$464K -$33.8K -3,425 -7%
HighTower Advisors
38
HighTower Advisors
Illinois
$456K +$16.2K +1,636 +4%
EH
39
Equitable Holdings
New York
$452K +$47.6K +4,825 +12%
SPIA
40
Steward Partners Investment Advisory
New York
$444K +$119K +12,071 +39%
BRWA
41
B. Riley Wealth Advisors
Florida
$393K +$1.1K +111 +0.3%
KC
42
Kingfisher Capital
North Carolina
$391K +$8.13K +823 +2%
GIA
43
Gladstone Institutional Advisory
Florida
$386K +$7.9K +800 +2%
CA
44
Claro Advisors
Massachusetts
$385K +$15.3K +1,547 +4%
FHA
45
Flagship Harbor Advisors
Massachusetts
$374K -$17K -1,720 -5%
RIL
46
Rothschild Investment LLC
Illinois
$356K +$30.6K +3,100 +10%
WP
47
WealthShield Partners
North Carolina
$331K -$20.7K -2,100 -6%
MA
48
Mutual Advisors
Nebraska
$329K -$20K -2,026 -6%
JCM
49
Jacobi Capital Management
Pennsylvania
$320K -$10.7K -1,080 -3%
APA
50
American Portfolios Advisors
New York
$295K

ETW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2021, worth a combined $193M — up 2% from $189M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETW positions and 12 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Heron Bay Capital Management, cutting an estimated $5.73M.

  • 121 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2021, up from 119 in Q4 2020.
  • Funds reported $193M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2021, up 2% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2021 was Bank of America, an estimated $2.47M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2021 was Heron Bay Capital Management, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2021.