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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

118 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $193M → $201M (+$7.83M)

0.26% less ownership

Funds ownership: 17.41%17.14% (-0.26%)

2% less funds holding

Funds holding: 121118 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
47
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.43M -$912K -84,211 -39%
PAG
27
Private Advisor Group
New Jersey
$1.27M +$115K +10,616 +10%
TPW
28
Tiller Private Wealth
Pennsylvania
$894K +$109K +10,071 +14%
CAN
29
Cetera Advisor Networks
California
$817K +$813K +75,061 New
CAC
30
Certified Advisory Corp
Florida
$784K +$6.12K +565 +0.8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$630K -$305K -28,121 -33%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$588K +$300K +27,670 +105%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$524K
MA
34
Mutual Advisors
Nebraska
$522K +$174K +16,028 +50%
HBCM
35
Heron Bay Capital Management
Michigan
$518K -$2.76M -254,499 -84%
Mariner
36
Mariner
Kansas
$514K -$1.21K -112 -0.2%
FHA
37
Flagship Harbor Advisors
Massachusetts
$514K +$119K +11,000 +30%
SWP
38
Stratos Wealth Partners
Ohio
$511K +$4.04K +373 +0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$482K -$520 -48 -0.1%
EH
40
Equitable Holdings
New York
$482K +$5.42K +500 +1%
WGA
41
Weather Gauge Advisory
Virginia
$480K -$9.11K -841 -2%
CCG
42
Capital CS Group
California
$450K +$232K +21,400 +107%
BRWA
43
B. Riley Wealth Advisors
Florida
$438K +$23.3K +2,150 +6%
KC
44
Kingfisher Capital
North Carolina
$421K +$8.28K +764 +2%
GIA
45
Gladstone Institutional Advisory
Florida
$408K
OC
46
Oppenheimer & Co
New York
$391K +$95.5K +8,819 +33%
RIL
47
Rothschild Investment LLC
Illinois
$375K
SPIA
48
Steward Partners Investment Advisory
New York
$337K -$131K -12,071 -28%
JCM
49
Jacobi Capital Management
Pennsylvania
$335K -$2.69K -248 -0.8%
APA
50
American Portfolios Advisors
New York
$311K

ETW Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2021, worth a combined $201M — up 4.1% from $193M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETW and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 47 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.28M. The largest seller was Cohen & Steers, cutting an estimated $4.26M.

  • 118 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2021 and 14 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $4.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2021 was Cohen & Steers, an estimated $4.26M sold.

Based on aggregated 13F filings for Q2 2021.