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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

145 hedge funds and large institutions have $225M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

14% more capital invested

Capital invested by funds: $196M → $225M (+$28.4M)

3% more ownership

Funds ownership: 23.88% → 26.88% (+3%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 145 → 145 (0)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
53
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17M
2
CA
Cornerstone Advisors
North Carolina
+$4.12M
3
AA
AQR Arbitrage
Connecticut
+$3.66M
4
LCM
Landscape Capital Management
New Jersey
+$2.63M
5
LSC
Logan Stone Capital
Illinois
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.61M
2
Ameriprise
Ameriprise
Minnesota
-$1.52M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.29M
4
CF
Centaurus Financial
California
-$949K
5
RJA
Raymond James & Associates
Florida
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.08M +$182K +24,013 +10%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.95M +$263K +34,714 +16%
Franklin Resources
28
Franklin Resources
California
$1.87M +$30.9K +4,090 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.56M -$58.3K -7,708 -4%
RBFC
30
Roman Butler Fullerton & Co
Missouri
$1.54M +$31K +4,094 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.46M -$7.61M -1,006,509 -84%
PAS
32
Park Avenue Securities
New York
$1.35M +$21.3K +2,810 +2%
MP
33
Mangrove Partners
Connecticut
$1.27M +$1.23M +163,025 New
CK
34
Cohen Klingenstein
New York
$1.13M -$673K -88,906 -38%
PAG
35
Private Advisor Group
New Jersey
$984K -$439 -58 -0%
CA
36
Claro Advisors
Massachusetts
$978K +$293K +38,667 +44%
CAN
37
Cetera Advisor Networks
California
$953K -$168K -22,169 -15%
FSA
38
Franklin Street Advisors
North Carolina
$857K – – –
IAIM
39
International Assets Investment Management
Florida
$789K +$26.8K +3,547 +4%
PIWA
40
Prevail Innovative Wealth Advisors
Kansas
$758K +$267K +35,306 +57%
EC
41
Elequin Capital
New York
$748K +$447K +59,052 +159%
CF
42
Centaurus Financial
California
$733K -$949K -125,479 -57%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$641K -$6.95K -919 -1%
SI
44
Saxon Interests
Texas
$639K +$622K +82,182 New
Lido Advisors
45
Lido Advisors
California
$582K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$565K – – –
QC
47
Quantedge Capital
Singapore
$562K +$547K +72,300 New
DADC
48
D.A. Davidson & Co
Montana
$548K +$21.2K +2,800 +4%
AWA
49
Arkadios Wealth Advisors
Georgia
$527K +$673 +89 +0.1%
TPW
50
Tiller Private Wealth
Pennsylvania
$521K -$31.2K -4,120 -6%
1
2
3 4 5

ETW Hedge Fund Activity: Q4 2023 in Review

145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2023, worth a combined $225M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETW positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.61M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $225M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.61M sold.

Based on aggregated 13F filings for Q4 2023.