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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $149M → $301M (+$152M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

9% more funds holding

Funds holding: 129141 (+12)

1.18% more ownership

Funds ownership: 18.31%19.49% (+1.2%)

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.53M -$4.64K -571 -0.3%
Truist Financial
27
Truist Financial
North Carolina
$1.21M +$1.11M +136,318 +679%
IAIM
28
International Assets Investment Management
Florida
$1.13M +$664K +81,633 +127%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.04M -$111K -13,629 -9%
CAN
30
Cetera Advisor Networks
California
$1.01M +$62.7K +7,711 +6%
AAS
31
Avantax Advisory Services
Texas
$975K -$177K -21,758 -15%
SI
32
Saxon Interests
Texas
$893K -$19.9K -2,442 -2%
CAC
33
Certified Advisory Corp
Florida
$785K +$22.6K +2,785 +3%
WAM
34
Weiss Asset Management
Massachusetts
$770K +$807K +99,201 New
AWA
35
Arkadios Wealth Advisors
Georgia
$747K -$167K -20,563 -18%
LCM
36
Landscape Capital Management
New Jersey
$650K +$681K +83,720 New
MA
37
Mutual Advisors
Nebraska
$626K -$112K -13,817 -15%
FHA
38
Flagship Harbor Advisors
Massachusetts
$616K +$8.13K +1,000 +1%
EC
39
Elequin Capital
New York
$613K +$643K +79,012 New
TPW
40
Tiller Private Wealth
Pennsylvania
$612K -$13.5K -1,655 -2%
JPLA
41
Joseph P. Lucia & Associates
New York
$602K +$575K +70,682 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$491K +$137K +16,895 +36%
JWCA
43
J.W. Cole Advisors
Florida
$490K -$25.8K -3,175 -5%
AGM
44
Alpine Global Management
New York
$482K +$505K +62,095 New
Stifel Financial
45
Stifel Financial
Missouri
$451K -$854K -105,009 -64%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$409K -$104K -12,760 -19%
Citigroup
47
Citigroup
New York
$385K +$16.8K +2,066 +4%
Mariner
48
Mariner
Kansas
$383K -$3.66K -450 -0.9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$379K +$397K +48,837 New
IA
50
IFP Advisors
Florida
$362K +$51.8K +6,364 +26%

ETW Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2022, worth a combined $301M — up 102% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ETW positions and 21 closed out — a net gain of 14 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.07M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.88M sold.

  • 141 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $301M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2022, up 102% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $4.07M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2022 was Uniplan Investment Counsel, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.